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Mader & Shannon Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mader & Shannon Wealth 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
2014
Q3 		– Sell
-45,928
Closed -$3.52M – 26
2014
Q2 		$3.52M Buy
+45,928
New +$3.44M 2.7% 15

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SB
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mader & Shannon Wealth Management's SDY Position: Q3 2014 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2014, closing a stake of 45,928 shares — an estimated $3.52M sold.

Mader & Shannon Wealth Management first reported a position in SDY in Q2 2014 and held it in 1 quarter. The position peaked at $3.52M in Q2 2014. 391 funds tracked by Wall St. Rank hold SDY as of Q3 2014.

  • Mader & Shannon Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2014 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 45,928 State Street SPDR S&P Dividend ETF shares in Q3 2014, an estimated $3.52M.
  • Mader & Shannon Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $3.52M in Q2 2014.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2014.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.