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IFC Holdings’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

IFC Holdings’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 		– Sell
-50,681
Closed -$4.79M – 353
2017
Q4 		$4.79M Buy
50,681
+16,921
+50% +$1.59M 0.33% 45
2017
Q3 		$3.09M Buy
33,760
+6,901
+26% +$618K 0.22% 70
2017
Q2 		$2.38M Sell
26,859
-10,712
-29% -$949K 0.18% 90
2017
Q1 		$3.3M Buy
37,571
+3,109
+9% +$272K 0.29% 56
2016
Q4 		$2.95M Buy
34,462
+1,270
+4% +$107K 0.29% 59
2016
Q3 		$2.8M Buy
33,192
+2,171
+7% +$185K 0.3% 70
2016
Q2 		$2.6M Buy
31,021
+27,492
+779% +$2.24M 0.29% 69
2016
Q1 		$284K Buy
3,529
+283
+9% +$21K 0.04% 293
2015
Q4 		$236K Sell
3,246
-61
-2% -$4.65K 0.03% 317
2015
Q3 		$239K Buy
3,307
+500
+18% +$37.6K 0.04% 311
2015
Q2 		$218K Buy
2,807
+128
+5% +$10K 0.03% 338
2015
Q1 		$207K Buy
2,679
+145
+6% +$11.4K 0.03% 347
2014
Q4 		$201K Buy
+2,534
New +$198K 0.03% 345
2013
Q3 		– Sell
-14,500
Closed -$959K – 366
2013
Q2 		$959K Buy
+14,500
New +$977K 0.23% 101

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC Holdings's SDY Position: Q1 2018 in Review

IFC Holdings sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 50,681 shares — an estimated $4.79M sold.

IFC Holdings first reported a position in SDY in Q2 2013 and held it in 14 quarters. The position peaked at $4.79M in Q4 2017. 644 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

  • IFC Holdings reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 50,681 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $4.79M.
  • IFC Holdings first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 14 quarters.
  • IFC Holdings's State Street SPDR S&P Dividend ETF position peaked at $4.79M in Q4 2017.
  • 644 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.