Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$220K	Sell	2,494 -106	-4%	-$9.26K	0.07%	237
2016 Q4	$222K	Buy	2,600 +127	+5%	+$10.7K	0.08%	218
2016 Q3	$209K	Hold	2,473	–	–	0.07%	220
2016 Q2	$208K	Sell	2,473 -63	-2%	-$5.12K	0.08%	213
2016 Q1	$203K	Buy	2,536 +7	+0.3%	+$519	0.09%	185
2015 Q4	$186K	Buy	2,529 +340	+16%	+$25.9K	0.08%	198
2015 Q3	$158K	Hold	2,189	–	–	0.07%	215
2015 Q2	$167K	Buy	2,189 +340	+18%	+$26.6K	0.06%	213
2015 Q1	$144K	Buy	+1,849	New	+$145K	0.06%	233

Other funds holding SDY

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SDY Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.1% in Q1 2017, selling an estimated $9.26K and leaving 2,494 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #237.

Integrated Wealth Management (Palm Desert) first reported a position in SDY in Q1 2015 and has held it in 9 quarters since. The position peaked at $222K in Q4 2016. 577 funds tracked by Wall St. Rank hold SDY as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 2,494 shares of State Street SPDR S&P Dividend ETF worth $220K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 106 State Street SPDR S&P Dividend ETF shares in Q1 2017, an estimated $9.26K.
State Street SPDR S&P Dividend ETF made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #237 holding.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s State Street SPDR S&P Dividend ETF position peaked at $222K in Q4 2016.
577 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.