HL Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HL Financial Services’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
2019 Q1	$354K	Sell	3,565 -9,255	-72%	-$889K	0.01%	571
2018 Q4	$1.15M	Buy	+12,820	New	+$1.21M	0.02%	342

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JIC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HL Financial Services's SDY Position: Q1 2019 in Review

HL Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 72% in Q1 2019, selling an estimated $889K and leaving 3,565 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #571.

HL Financial Services first reported a position in SDY in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2018. 757 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

HL Financial Services held 3,565 shares of State Street SPDR S&P Dividend ETF worth $354K as of Q1 2019.
HL Financial Services sold 9,255 State Street SPDR S&P Dividend ETF shares in Q1 2019, an estimated $889K.
State Street SPDR S&P Dividend ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #571 holding.
HL Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 2 quarters since.
HL Financial Services's State Street SPDR S&P Dividend ETF position peaked at $1.15M in Q4 2018.
757 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.