Jacobus Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Jacobus Wealth Management’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	-1,495	Closed	-$132K	–	208
2017 Q1	$132K	Hold	1,495	–	–	0.04%	183
2016 Q4	$128K	Sell	1,495 -155	-9%	-$13K	0.04%	181
2016 Q3	$139K	Buy	+1,650	New	+$141K	0.04%	197

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

Jacobus Wealth Management's SDY Position: Q2 2017 in Review

Jacobus Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 1,495 shares — an estimated $132K sold.

Jacobus Wealth Management first reported a position in SDY in Q3 2016 and held it in 3 quarters. The position peaked at $139K in Q3 2016. 569 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

Jacobus Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
Jacobus Wealth Management sold 1,495 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $132K.
Jacobus Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and held it in 3 quarters.
Jacobus Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $139K in Q3 2016.
569 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Jacobus Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.