Investors Capital Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$1.52M	Buy	18,161 +1,503	+9%	+$122K	0.29%	81
2016 Q1	$1.33M	Buy	16,658 +92	+0.6%	+$6.82K	0.26%	96
2015 Q4	$1.22M	Sell	16,566 -1,687	-9%	-$129K	0.24%	109
2015 Q3	$1.32M	Sell	18,253 -799	-4%	-$60.1K	0.26%	95
2015 Q2	$1.45M	Sell	19,052 -2,176	-10%	-$171K	0.27%	92
2015 Q1	$1.66M	Buy	21,228 +265	+1%	+$20.8K	0.31%	69
2014 Q4	$1.65M	Sell	20,963 -370	-2%	-$28.9K	0.31%	66
2014 Q3	$1.6M	Buy	21,333 +279	+1%	+$21.2K	0.31%	67
2014 Q2	$1.61M	Buy	21,054 +315	+2%	+$23.6K	0.26%	99
2014 Q1	$1.53M	Sell	20,739 -174	-0.8%	-$12.5K	0.33%	62
2013 Q4	$1.52M	Buy	20,913 +414	+2%	+$29.8K	0.35%	59
2013 Q3	$1.41M	Sell	20,499 -1,730	-8%	-$119K	0.37%	65
2013 Q2	$1.47M	Buy	+22,229	New	+$1.5M	0.45%	47

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Investors Capital Advisory Services's SDY Position: Q2 2016 in Review

Investors Capital Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9% in Q2 2016, buying an estimated $122K and bringing the position to 18,161 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #81.

Investors Capital Advisory Services first reported a position in SDY in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2015. 499 funds tracked by Wall St. Rank hold SDY as of Q2 2016.

Investors Capital Advisory Services held 18,161 shares of State Street SPDR S&P Dividend ETF worth $1.52M as of Q2 2016.
Investors Capital Advisory Services bought 1,503 State Street SPDR S&P Dividend ETF shares in Q2 2016, an estimated $122K.
State Street SPDR S&P Dividend ETF made up 0.29% of Investors Capital Advisory Services's portfolio in Q2 2016, its #81 holding.
Investors Capital Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $1.66M in Q1 2015.
499 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.