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

Lebenthal Wealth 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
2016 Q2	$300K	Buy	+3,570	New	+$290K	0.88%	54

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Lebenthal Wealth Advisors's SDY Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2016: 3,570 shares worth $300K. The stake represents 0.88% of the portfolio and ranks #54 among its holdings.

499 funds tracked by Wall St. Rank hold SDY as of Q2 2016.

Lebenthal Wealth Advisors held 3,570 shares of State Street SPDR S&P Dividend ETF worth $300K as of Q2 2016.
State Street SPDR S&P Dividend ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
State Street SPDR S&P Dividend ETF made up 0.88% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #54 holding.
499 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.