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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kavar Capital Partners Group's SDY Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 695 shares — an estimated $70K sold.

Kavar Capital Partners Group first reported a position in SDY in Q4 2013 and held it in 8 quarters. The position peaked at $73K in Q2 2015. 752 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

Kavar Capital Partners Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 695 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $70K.
Kavar Capital Partners Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's State Street SPDR S&P Dividend ETF position peaked at $73K in Q2 2015.
752 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.