KLS Professional Advisors Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

KLS Professional Advisors 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 Q2	$460K	Hold	4,560	–	–	0.02%	20
2019 Q1	$453K	Hold	4,560	–	–	0.02%	20
2018 Q4	$408K	Hold	4,560	–	–	0.02%	20
2018 Q3	$447K	Hold	4,560	–	–	0.07%	18
2018 Q2	$423K	Hold	4,560	–	–	0.07%	18
2018 Q1	$416K	Hold	4,560	–	–	0.07%	16
2017 Q4	$431K	Buy	+4,560	New	+$427K	0.09%	13

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

KLS Professional Advisors Group's SDY Position: Q2 2019 in Review

KLS Professional Advisors Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2019 at 4,560 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #20.

KLS Professional Advisors Group first reported a position in SDY in Q4 2017 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold SDY as of Q2 2019.

KLS Professional Advisors Group held 4,560 shares of State Street SPDR S&P Dividend ETF worth $460K as of Q2 2019.
KLS Professional Advisors Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2019.
State Street SPDR S&P Dividend ETF made up 0.02% of KLS Professional Advisors Group's portfolio in Q2 2019, its #20 holding.
KLS Professional Advisors Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 7 quarters since.
740 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.