JOYN Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-624	Closed	-$56K	–	1163
2018 Q4	$56K	Hold	624	–	–	0.01%	311
2018 Q3	$61K	Hold	624	–	–	0.01%	348
2018 Q2	$58K	Buy	624 +474	+316%	+$43.6K	0.01%	357
2018 Q1	$14K	Buy	+150	New	+$14K	﹤0.01%	737

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JIC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JOYN Advisors's SDY Position: Q1 2019 in Review

JOYN Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2019, closing a stake of 624 shares — an estimated $56K sold.

JOYN Advisors first reported a position in SDY in Q1 2018 and held it in 4 quarters. The position peaked at $61K in Q3 2018. 757 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

JOYN Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 624 State Street SPDR S&P Dividend ETF shares in Q1 2019, an estimated $56K.
JOYN Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street SPDR S&P Dividend ETF position peaked at $61K in Q3 2018.
757 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.