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

Hefty Wealth 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 Q1	$3.35M	Sell	36,745 -2,660	-7%	-$249K	2.16%	9
2017 Q4	$3.72M	Buy	39,405 +1,287	+3%	+$121K	2.31%	8
2017 Q3	$3.48M	Buy	38,118 +485	+1%	+$43.5K	2.3%	9
2017 Q2	$3.35M	Buy	37,633 +11,439	+44%	+$1.01M	2.28%	10
2017 Q1	$2.31M	Sell	26,194 -12,008	-31%	-$1.05M	1.68%	24
2016 Q4	$3.27M	Buy	38,202 +1,210	+3%	+$102K	2.74%	11
2016 Q3	$3.12M	Buy	36,992 +16,623	+82%	+$1.42M	2.37%	10
2016 Q2	$1.71M	Buy	20,369 +337	+2%	+$27.4K	1.41%	22
2016 Q1	$1.6M	Buy	20,032 +1,533	+8%	+$114K	1.5%	20
2015 Q4	$1.36M	Buy	+18,499	New	+$1.41M	1.3%	20

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hefty Wealth Partners's SDY Position: Q1 2018 in Review

Hefty Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.8% in Q1 2018, selling an estimated $249K and leaving 36,745 shares worth $3.35M. The position accounts for 2.16% of the portfolio, ranked #9.

Hefty Wealth Partners first reported a position in SDY in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.72M in Q4 2017. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Hefty Wealth Partners held 36,745 shares of State Street SPDR S&P Dividend ETF worth $3.35M as of Q1 2018.
Hefty Wealth Partners sold 2,660 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $249K.
State Street SPDR S&P Dividend ETF made up 2.16% of Hefty Wealth Partners's portfolio in Q1 2018, its #9 holding.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $3.72M in Q4 2017.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.