Kiley Juergens Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-5,305	Closed	-$519K	–	534
2018 Q3	$519K	Hold	5,305	–	–	0.39%	54
2018 Q2	$491K	Buy	5,305 +305	+6%	+$28.1K	0.44%	48
2018 Q1	$456K	Hold	5,000	–	–	0.49%	48
2017 Q4	$472K	Buy	+5,000	New	+$469K	0.42%	45

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kiley Juergens Wealth Management's SDY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2018, closing a stake of 5,305 shares — an estimated $519K sold.

Kiley Juergens Wealth Management first reported a position in SDY in Q4 2017 and held it in 4 quarters. The position peaked at $519K in Q3 2018. 729 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 5,305 State Street SPDR S&P Dividend ETF shares in Q4 2018, an estimated $519K.
Kiley Juergens Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 4 quarters.
Kiley Juergens Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $519K in Q3 2018.
729 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.