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

LBA 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
2017 Q1	$59K	Hold	675	–	–	0.03%	189
2016 Q4	$58K	Sell	675 -1,225	-64%	-$103K	0.03%	180
2016 Q3	$160K	Sell	1,900 -500	-21%	-$42.6K	0.09%	120
2016 Q2	$201K	Sell	2,400 -1,865	-44%	-$152K	0.11%	106
2016 Q1	$341K	Buy	4,265 +3,590	+532%	+$266K	0.2%	84
2015 Q4	$50K	Hold	675	–	–	0.03%	207
2015 Q3	$49K	Hold	675	–	–	0.03%	176
2015 Q2	$51K	Sell	675 -75	-10%	-$5.88K	0.03%	164
2015 Q1	$59K	Hold	750	–	–	0.04%	159
2014 Q4	$59K	Hold	750	–	–	0.04%	160
2014 Q3	$56K	Hold	750	–	–	0.04%	163
2014 Q2	$57K	Hold	750	–	–	0.05%	156
2014 Q1	$55K	Sell	750 -251	-25%	-$18.1K	0.05%	153
2013 Q4	$73K	Buy	+1,001	New	+$72K	0.06%	144

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LBA Wealth Management's SDY Position: Q1 2017 in Review

LBA Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2017 at 675 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #189.

LBA Wealth Management first reported a position in SDY in Q4 2013 and has held it in 14 quarters since. The position peaked at $341K in Q1 2016. 576 funds tracked by Wall St. Rank hold SDY as of Q1 2017.

LBA Wealth Management held 675 shares of State Street SPDR S&P Dividend ETF worth $59K as of Q1 2017.
LBA Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2017.
State Street SPDR S&P Dividend ETF made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #189 holding.
LBA Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $341K in Q1 2016.
576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.