MAS
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Madden Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Madden Advisory Services’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
2017
Q2 		– Sell
-200
Closed -$17K – 216
2017
Q1 		$17K Buy
+200
New +$17.5K 0.01% 174
2015
Q4 		– Sell
-327
Closed -$23K – 248
2015
Q3 		$23K Hold
327
– – 0.02% 168
2015
Q2 		$24K Buy
+327
New +$25.6K 0.01% 168
2015
Q1 		– Sell
-200
Closed -$16K – 234
2014
Q4 		$16K Sell
200
-558
-74% -$43.6K 0.01% 202
2014
Q3 		$57K Sell
758
-290
-28% -$22K 0.03% 151
2014
Q2 		$80K Hold
1,048
– – 0.04% 134
2014
Q1 		$77K Hold
1,048
– – 0.04% 119
2013
Q4 		$76K Buy
1,048
+558
+114% +$40.1K 0.06% 106
2013
Q3 		$34K Hold
490
– – 0.03% 139
2013
Q2 		$32K Buy
+490
New +$33K 0.03% 146

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return