Ingalls & Snyder LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ingalls & Snyder LLC’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 Q4	–	Sell	-2,359	Closed	-$231K	–	439
2018 Q3	$231K	Hold	2,359	–	–	0.01%	396
2018 Q2	$219K	Hold	2,359	–	–	0.01%	367
2018 Q1	$215K	Hold	2,359	–	–	0.01%	366
2017 Q4	$223K	Hold	2,359	–	–	0.01%	363
2017 Q3	$215K	Hold	2,359	–	–	0.01%	330
2017 Q2	$210K	Hold	2,359	–	–	0.01%	331
2017 Q1	$208K	Hold	2,359	–	–	0.01%	369
2016 Q4	$202K	Buy	+2,359	New	+$198K	0.01%	374

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ingalls & Snyder LLC's SDY Position: Q4 2018 in Review

Ingalls & Snyder LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2018, closing a stake of 2,359 shares — an estimated $231K sold.

Ingalls & Snyder LLC first reported a position in SDY in Q4 2016 and held it in 8 quarters. The position peaked at $231K in Q3 2018. 729 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

Ingalls & Snyder LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2018 after selling out during the quarter.
Ingalls & Snyder LLC sold 2,359 State Street SPDR S&P Dividend ETF shares in Q4 2018, an estimated $231K.
Ingalls & Snyder LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 8 quarters.
Ingalls & Snyder LLC's State Street SPDR S&P Dividend ETF position peaked at $231K in Q3 2018.
729 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2018, filed 24 Jan 2019.