MacNealy Hoover Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MacNealy Hoover Investment 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
2019 Q3	$226K	Hold	2,200	–	–	0.18%	65
2019 Q2	$222K	Sell	2,200 -150	-6%	-$15K	0.17%	70
2019 Q1	$234K	Hold	2,350	–	–	0.18%	70
2018 Q4	$210K	Hold	2,350	–	–	0.18%	68
2018 Q3	$230K	Hold	2,350	–	–	0.17%	68
2018 Q2	$218K	Sell	2,350 -100	-4%	-$9.21K	0.17%	70
2018 Q1	$223K	Hold	2,450	–	–	0.18%	67
2017 Q4	$231K	Buy	+2,450	New	+$230K	0.17%	73
2017 Q2	–	Sell	-2,300	Closed	-$203K	–	77
2017 Q1	$203K	Sell	2,300 -650	-22%	-$56.8K	0.15%	77
2016 Q4	$252K	Sell	2,950 -5,450	-65%	-$458K	0.19%	73
2016 Q3	$709K	Sell	8,400 -100	-1%	-$8.53K	0.57%	55
2016 Q2	$713K	Hold	8,500	–	–	0.57%	56
2016 Q1	$679K	Sell	8,500 -125	-1%	-$9.26K	0.55%	57
2015 Q4	$635K	Hold	8,625	–	–	0.53%	58
2015 Q3	$622K	Sell	8,625 -425	-5%	-$32K	0.56%	57
2015 Q2	$690K	Hold	9,050	–	–	0.57%	57
2015 Q1	$708K	Hold	9,050	–	–	0.61%	57
2014 Q4	$713K	Sell	9,050 -600	-6%	-$46.9K	0.61%	58
2014 Q3	$723K	Hold	9,650	–	–	0.63%	58
2014 Q2	$739K	Sell	9,650 -300	-3%	-$22.5K	0.65%	53
2014 Q1	$732K	Buy	9,950 +125	+1%	+$8.99K	0.66%	52
2013 Q4	$713K	Buy	+9,825	New	+$706K	0.66%	52

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MacNealy Hoover Investment Management's SDY Position: Q3 2019 in Review

MacNealy Hoover Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2019 at 2,200 shares worth $226K. The position accounts for 0.18% of the portfolio, ranked #65.

MacNealy Hoover Investment Management first reported a position in SDY in Q4 2013 and has held it in 22 quarters since. The position peaked at $739K in Q2 2014. 752 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

MacNealy Hoover Investment Management held 2,200 shares of State Street SPDR S&P Dividend ETF worth $226K as of Q3 2019.
MacNealy Hoover Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2019.
State Street SPDR S&P Dividend ETF made up 0.18% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #65 holding.
MacNealy Hoover Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 22 quarters since.
MacNealy Hoover Investment Management's State Street SPDR S&P Dividend ETF position peaked at $739K in Q2 2014.
752 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.