Leith Wheeler Investment Counsel’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Leith Wheeler Investment Counsel’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	–	Sell	-2,000	Closed	-$207K	–	14
2016 Q1	$207K	Buy	+2,000	New	+$148K	0.16%	10

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

Leith Wheeler Investment Counsel's SDY Position: Q2 2016 in Review

Leith Wheeler Investment Counsel sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2016, closing a stake of 2,000 shares — an estimated $207K sold.

Leith Wheeler Investment Counsel first reported a position in SDY in Q1 2016 and held it in 1 quarter. The position peaked at $207K in Q1 2016. 500 funds tracked by Wall St. Rank hold SDY as of Q2 2016.

Leith Wheeler Investment Counsel reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2016 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 2,000 State Street SPDR S&P Dividend ETF shares in Q2 2016, an estimated $207K.
Leith Wheeler Investment Counsel first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and held it in 1 quarter.
Leith Wheeler Investment Counsel's State Street SPDR S&P Dividend ETF position peaked at $207K in Q1 2016.
500 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2016.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2016, filed 6 Jul 2016.