FBT
SDY icon

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return