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Genesis Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$56K Hold
735
– – 0.05% 163
2015
Q1 		$57.2K Hold
735
– – 0.05% 181
2014
Q4 		$58.6K Buy
+735
New +$57.4K 0.05% 192

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Genesis Wealth Advisors's SDY Position: Q2 2015 in Review

Genesis Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2015 at 735 shares worth $56K. The position accounts for 0.05% of the portfolio, ranked #163.

Genesis Wealth Advisors first reported a position in SDY in Q4 2014 and has held it in 3 quarters since. The position peaked at $58.6K in Q4 2014. 444 funds tracked by Wall St. Rank hold SDY as of Q2 2015.

  • Genesis Wealth Advisors held 735 shares of State Street SPDR S&P Dividend ETF worth $56K as of Q2 2015.
  • Genesis Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2015.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #163 holding.
  • Genesis Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $58.6K in Q4 2014.
  • 444 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.