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Girard Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-100
Closed -$9K – 714
2018
Q3 		$9K Buy
+100
New +$9.69K ﹤0.01% 764

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

Girard Partners's SDY Position: Q4 2018 in Review

Girard Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2018, closing a stake of 100 shares — an estimated $9K sold.

Girard Partners first reported a position in SDY in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 729 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

  • Girard Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 100 State Street SPDR S&P Dividend ETF shares in Q4 2018, an estimated $9K.
  • Girard Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's State Street SPDR S&P Dividend ETF position peaked at $9K in Q3 2018.
  • 729 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.