Gary Goldberg Planning Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Gary Goldberg Planning Services’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	$2.61M	Buy	33,178 +828	+3%	+$64.7K	1.1%	23
2014 Q3	$2.42M	Buy	32,350 +1,020	+3%	+$77.4K	1.01%	27
2014 Q2	$2.4M	Buy	31,330 +3,085	+11%	+$231K	1.06%	25
2014 Q1	$2.08M	Buy	28,245 +4,718	+20%	+$339K	1.01%	30
2013 Q4	$1.71M	Sell	23,527 -1,370	-6%	-$98.5K	0.99%	29
2013 Q3	$1.72M	Sell	24,897 -590	-2%	-$40.7K	1.04%	28
2013 Q2	$1.69M	Buy	+25,487	New	+$1.72M	1.08%	27

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Gary Goldberg Planning Services's SDY Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.6% in Q4 2014, buying an estimated $64.7K and bringing the position to 33,178 shares worth $2.61M. The position accounts for 1.1% of the portfolio, ranked #23.

Gary Goldberg Planning Services first reported a position in SDY in Q2 2013 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold SDY as of Q4 2014.

Gary Goldberg Planning Services held 33,178 shares of State Street SPDR S&P Dividend ETF worth $2.61M as of Q4 2014.
Gary Goldberg Planning Services bought 828 State Street SPDR S&P Dividend ETF shares in Q4 2014, an estimated $64.7K.
State Street SPDR S&P Dividend ETF made up 1.1% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #23 holding.
Gary Goldberg Planning Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 7 quarters since.
439 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.