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Forte Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Forte Capital’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,422
Closed -$214K – 155
2017
Q1 		$214K Buy
+2,422
New +$212K 0.07% 150

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Forte Capital's SDY Position: Q2 2017 in Review

Forte Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 2,422 shares — an estimated $214K sold.

Forte Capital first reported a position in SDY in Q1 2017 and held it in 1 quarter. The position peaked at $214K in Q1 2017. 569 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

  • Forte Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • Forte Capital sold 2,422 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $214K.
  • Forte Capital first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 1 quarter.
  • Forte Capital's State Street SPDR S&P Dividend ETF position peaked at $214K in Q1 2017.
  • 569 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Forte Capital's 13F filing for Q2 2017, filed 13 Jul 2017.