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

Girard Securities’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
2017 Q4	–	Sell	-3,152	Closed	-$287K	–	100
2017 Q3	$287K	Sell	3,152 -4,273	-58%	-$383K	0.25%	88
2017 Q2	$660K	Buy	7,425 +4,253	+134%	+$377K	0.5%	51
2017 Q1	$280K	Sell	3,172 -11,108	-78%	-$971K	0.24%	113
2016 Q4	$1.22M	Buy	14,280 +1,506	+12%	+$127K	1.06%	18
2016 Q3	$1.08M	Buy	12,774 +2,717	+27%	+$232K	1.1%	21
2016 Q2	$844K	Buy	10,057 +1,091	+12%	+$88.7K	0.77%	33
2016 Q1	$716K	Buy	8,966 +404	+5%	+$29.9K	0.71%	39
2015 Q4	$633K	Buy	+8,562	New	+$653K	0.63%	45

Other funds holding SDY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Girard Securities's SDY Position: Q4 2017 in Review

Girard Securities sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2017, closing a stake of 3,152 shares — an estimated $287K sold.

Girard Securities first reported a position in SDY in Q4 2015 and held it in 8 quarters. The position peaked at $1.22M in Q4 2016. 660 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

Girard Securities reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 3,152 State Street SPDR S&P Dividend ETF shares in Q4 2017, an estimated $287K.
Girard Securities first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 8 quarters.
Girard Securities's State Street SPDR S&P Dividend ETF position peaked at $1.22M in Q4 2016.
660 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.