KCPG
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Kavar Capital Partners Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-695
Closed -$70K – 390
2019
Q2 		$70K Buy
+695
New +$69.5K 0.03% 194
2018
Q3 		– Sell
-85
Closed -$8K – 335
2018
Q2 		$8K Hold
85
– – ﹤0.01% 335
2018
Q1 		$8K Buy
+85
New +$7.94K ﹤0.01% 338
2016
Q1 		– Sell
-85
Closed -$6K – 344
2015
Q4 		$6K Sell
85
-598
-88% -$45.6K ﹤0.01% 291
2015
Q3 		$49K Sell
683
-275
-29% -$20.7K 0.03% 172
2015
Q2 		$73K Buy
+958
New +$75.1K 0.05% 162
2014
Q2 		– Sell
-958
Closed -$70K – 384
2014
Q1 		$70K Hold
958
– – 0.06% 182
2013
Q4 		$69K Buy
+958
New +$68.9K 0.06% 174

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return