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Jolley Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Jolley Asset 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
2013
Q3 		– Sell
-250
Closed -$17K – 123
2013
Q2 		$17K Buy
+250
New +$16.8K 0.01% 96

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
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

Jolley Asset Management's SDY Position: Q3 2013 in Review

Jolley Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2013, closing a stake of 250 shares — an estimated $17K sold.

Jolley Asset Management first reported a position in SDY in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 325 funds tracked by Wall St. Rank hold SDY as of Q3 2013.

  • Jolley Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2013 after selling out during the quarter.
  • Jolley Asset Management sold 250 State Street SPDR S&P Dividend ETF shares in Q3 2013, an estimated $17K.
  • Jolley Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 1 quarter.
  • Jolley Asset Management's State Street SPDR S&P Dividend ETF position peaked at $17K in Q2 2013.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2013.

Based on Jolley Asset Management's 13F filing for Q3 2013, filed 21 Oct 2013.