Founders Bank & Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Founders Bank & Trust’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
2014 Q4	$55K	Hold	703	–	–	0.03%	173
2014 Q3	$53K	Hold	703	–	–	0.03%	176
2014 Q2	$54K	Sell	703 -137	-16%	-$10.3K	0.03%	172
2014 Q1	$62K	Sell	840 -14	-2%	-$1.01K	0.04%	159
2013 Q4	$59K	Hold	854	–	–	0.03%	159
2013 Q3	$59K	Hold	854	–	–	0.03%	145
2013 Q2	$57K	Buy	+854	New	+$57.5K	0.03%	139

Other funds holding SDY

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CNB

City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Founders Bank & Trust's SDY Position: Q4 2014 in Review

Founders Bank & Trust held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2014 at 703 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #173.

Founders Bank & Trust first reported a position in SDY in Q2 2013 and has held it in 7 quarters since. The position peaked at $62K in Q1 2014. 440 funds tracked by Wall St. Rank hold SDY as of Q4 2014.

Founders Bank & Trust held 703 shares of State Street SPDR S&P Dividend ETF worth $55K as of Q4 2014.
Founders Bank & Trust left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2014.
State Street SPDR S&P Dividend ETF made up 0.03% of Founders Bank & Trust's portfolio in Q4 2014, its #173 holding.
Founders Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's State Street SPDR S&P Dividend ETF position peaked at $62K in Q1 2014.
440 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.