Independence Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Independence Trust’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 Q2	–	Sell	-9,721	Closed	-$857K	–	81
2017 Q1	$857K	Buy	+9,721	New	+$850K	1.1%	23
2015 Q2	–	Sell	-2,670	Closed	-$209K	–	128
2015 Q1	$209K	Hold	2,670	–	–	0.13%	110
2014 Q4	$210K	Buy	+2,670	New	+$209K	0.13%	121

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independence Trust's SDY Position: Q2 2017 in Review

Independence Trust sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 9,721 shares — an estimated $857K sold.

Independence Trust first reported a position in SDY in Q4 2014 and held it in 3 quarters. The position peaked at $857K in Q1 2017. 569 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

Independence Trust reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
Independence Trust sold 9,721 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $857K.
Independence Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 3 quarters.
Independence Trust's State Street SPDR S&P Dividend ETF position peaked at $857K in Q1 2017.
569 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Independence Trust's 13F filing for Q2 2017, filed 8 Aug 2017.