HMS Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,000
Closed -$91K 210
2018
Q1
$91K Buy
+1,000
New +$93.5K 0.06% 153

Other funds holding SDY

HMS Capital Management's SDY Position: Q2 2018 in Review

HMS Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2018, closing a stake of 4,022 shares — an estimated $367K sold.

HMS Capital Management first reported a position in SDY in Q3 2016 and held it in 7 quarters. The position peaked at $367K in Q1 2018. 641 funds tracked by Wall St. Rank hold SDY as of Q2 2018.

  • HMS Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • HMS Capital Management sold 4,022 State Street SPDR S&P Dividend ETF shares in Q2 2018, an estimated $367K.
  • HMS Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and held it in 7 quarters.
  • HMS Capital Management's State Street SPDR S&P Dividend ETF position peaked at $367K in Q1 2018.
  • 641 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2018.

Based on HMS Capital Management's 13F filing for Q2 2018, filed 6 Aug 2018.