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

L & S 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
2017 Q3	–	Sell	-5,158	Closed	-$458K	–	313
2017 Q2	$458K	Buy	+5,158	New	+$457K	0.08%	181
2017 Q1	–	Sell	-3,530	Closed	-$302K	–	272
2016 Q4	$302K	Sell	3,530 -5,298	-60%	-$445K	0.07%	132
2016 Q3	$745K	Sell	8,828 -138	-2%	-$11.8K	0.21%	73
2016 Q2	$752K	Sell	8,966 -3,477	-28%	-$283K	0.17%	68
2016 Q1	$995K	Sell	12,443 -1,192	-9%	-$88.3K	0.25%	52
2015 Q4	$1M	Buy	13,635 +8,403	+161%	+$641K	0.25%	64
2015 Q3	$378K	Sell	5,232 -4,627	-47%	-$348K	0.11%	70
2015 Q2	$751K	Sell	9,859 -1,060	-10%	-$83.1K	0.19%	74
2015 Q1	$854K	Sell	10,919 -490	-4%	-$38.4K	0.22%	77
2014 Q4	$899K	Buy	+11,409	New	+$892K	0.28%	64

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

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

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

JIC

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

L & S Advisors's SDY Position: Q3 2017 in Review

L & S Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2017, closing a stake of 5,158 shares — an estimated $458K sold.

L & S Advisors first reported a position in SDY in Q4 2014 and held it in 10 quarters. The position peaked at $1M in Q4 2015. 576 funds tracked by Wall St. Rank hold SDY as of Q3 2017.

L & S Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2017 after selling out during the quarter.
L & S Advisors sold 5,158 State Street SPDR S&P Dividend ETF shares in Q3 2017, an estimated $458K.
L & S Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 10 quarters.
L & S Advisors's State Street SPDR S&P Dividend ETF position peaked at $1M in Q4 2015.
576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2017.

Based on L & S Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.