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

LVW 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
2019 Q1	–	Sell	-3,751	Closed	-$336K	–	180
2018 Q4	$336K	Buy	+3,751	New	+$354K	0.11%	108
2015 Q1	–	Sell	-20,710	Closed	-$1.63M	–	161
2014 Q4	$1.63M	Buy	+20,710	New	+$1.62M	0.9%	36

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

LVW Advisors's SDY Position: Q1 2019 in Review

LVW Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2019, closing a stake of 3,751 shares — an estimated $336K sold.

LVW Advisors first reported a position in SDY in Q4 2014 and held it in 2 quarters. The position peaked at $1.63M in Q4 2014. 757 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

LVW Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2019 after selling out during the quarter.
LVW Advisors sold 3,751 State Street SPDR S&P Dividend ETF shares in Q1 2019, an estimated $336K.
LVW Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 2 quarters.
LVW Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.63M in Q4 2014.
757 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on LVW Advisors's 13F filing for Q1 2019, filed 3 May 2019.