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Madison Scottsdale’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Madison Scottsdale’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
2013
Q4 		$18.9M Buy
260,319
+7,000
+3% +$503K 17.33% 4
2013
Q3 		$17.5M Buy
253,319
+16,225
+7% +$1.12M 16.79% 4
2013
Q2 		$15.7M Buy
+237,094
New +$16M 15.57% 4

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Madison Scottsdale's SDY Position: Q4 2013 in Review

Madison Scottsdale increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.8% in Q4 2013, buying an estimated $503K and bringing the position to 260,319 shares worth $18.9M. The position accounts for 17.33% of the portfolio, ranked #4.

Madison Scottsdale first reported a position in SDY in Q2 2013 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold SDY as of Q4 2013.

  • Madison Scottsdale held 260,319 shares of State Street SPDR S&P Dividend ETF worth $18.9M as of Q4 2013.
  • Madison Scottsdale bought 7,000 State Street SPDR S&P Dividend ETF shares in Q4 2013, an estimated $503K.
  • State Street SPDR S&P Dividend ETF made up 17.33% of Madison Scottsdale's portfolio in Q4 2013, its #4 holding.
  • Madison Scottsdale first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.