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

Kabarec Financial 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
2018 Q2	$4.44M	Sell	47,864 -9,293	-16%	-$856K	3.39%	12
2018 Q1	$5.21M	Sell	57,157 -15,443	-21%	-$1.44M	3.3%	13
2017 Q4	$6.86M	Buy	+72,600	New	+$6.8M	4.2%	10

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

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

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

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

Kabarec Financial Advisors's SDY Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 16% in Q2 2018, selling an estimated $856K and leaving 47,864 shares worth $4.44M. The position accounts for 3.39% of the portfolio, ranked #12.

Kabarec Financial Advisors first reported a position in SDY in Q4 2017 and has held it in 3 quarters since. The position peaked at $6.86M in Q4 2017. 641 funds tracked by Wall St. Rank hold SDY as of Q2 2018.

Kabarec Financial Advisors held 47,864 shares of State Street SPDR S&P Dividend ETF worth $4.44M as of Q2 2018.
Kabarec Financial Advisors sold 9,293 State Street SPDR S&P Dividend ETF shares in Q2 2018, an estimated $856K.
State Street SPDR S&P Dividend ETF made up 3.39% of Kabarec Financial Advisors's portfolio in Q2 2018, its #12 holding.
Kabarec Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 3 quarters since.
Kabarec Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.86M in Q4 2017.
641 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.