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

Hedeker Wealth’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 Q3	–	Sell	-2,718	Closed	-$241K	–	83
2017 Q2	$241K	Hold	2,718	–	–	0.23%	82
2017 Q1	$239K	Sell	2,718 -369	-12%	-$32.2K	0.23%	89
2016 Q4	$264K	Buy	3,087 +2,279	+282%	+$191K	0.22%	110
2016 Q3	$9.58K	Sell	808 -8,517	-91%	-$726K	0.5%	49
2016 Q2	$782K	Buy	+9,325	New	+$758K	0.68%	54

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Hedeker Wealth's SDY Position: Q3 2017 in Review

Hedeker Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2017, closing a stake of 2,718 shares — an estimated $241K sold.

Hedeker Wealth first reported a position in SDY in Q2 2016 and held it in 5 quarters. The position peaked at $782K in Q2 2016. 575 funds tracked by Wall St. Rank hold SDY as of Q3 2017.

Hedeker Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2017 after selling out during the quarter.
Hedeker Wealth sold 2,718 State Street SPDR S&P Dividend ETF shares in Q3 2017, an estimated $241K.
Hedeker Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 5 quarters.
Hedeker Wealth's State Street SPDR S&P Dividend ETF position peaked at $782K in Q2 2016.
575 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2017.

Based on Hedeker Wealth's 13F filing for Q3 2017, filed 13 Nov 2017.