Live Your Vision’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Live Your Vision’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 Q1	$42K	Hold	415	–	–	0.01%	131
2018 Q4	$38K	Hold	415	–	–	0.01%	128
2018 Q3	$41K	Sell	415 -700	-63%	-$67.8K	0.01%	127
2018 Q2	$105K	Buy	1,115 +700	+169%	+$64.5K	0.03%	89
2018 Q1	$38K	Hold	415	–	–	0.01%	121
2017 Q4	$39K	Hold	415	–	–	0.01%	118
2017 Q3	$38K	Hold	415	–	–	0.01%	118
2017 Q2	$37K	Hold	415	–	–	0.01%	116
2017 Q1	$37K	Sell	415 -325	-44%	-$28.4K	0.01%	114
2016 Q4	$61K	Hold	740	–	–	0.03%	98
2016 Q3	$60K	Buy	+740	New	+$63.1K	0.03%	96
2015 Q4	–	Sell	-740	Closed	-$55K	–	235
2015 Q3	$55K	Buy	+740	New	+$55.7K	0.03%	109

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

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

Live Your Vision's SDY Position: Q1 2019 in Review

Live Your Vision held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2019 at 415 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #131.

Live Your Vision first reported a position in SDY in Q3 2015 and has held it in 12 quarters since. The position peaked at $105K in Q2 2018. 757 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

Live Your Vision held 415 shares of State Street SPDR S&P Dividend ETF worth $42K as of Q1 2019.
Live Your Vision left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2019.
State Street SPDR S&P Dividend ETF made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #131 holding.
Live Your Vision first reported a position in State Street SPDR S&P Dividend ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's State Street SPDR S&P Dividend ETF position peaked at $105K in Q2 2018.
757 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.