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Mainstay Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mainstay Capital 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
2018
Q3 		– Sell
-40
Closed -$4K – 452
2018
Q2 		$4K Buy
+40
New +$3.68K ﹤0.01% 376

Other funds holding SDY

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Mainstay Capital Management's SDY Position: Q3 2018 in Review

Mainstay Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2018, closing a stake of 40 shares — an estimated $4K sold.

Mainstay Capital Management first reported a position in SDY in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 647 funds tracked by Wall St. Rank hold SDY as of Q3 2018.

  • Mainstay Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 40 State Street SPDR S&P Dividend ETF shares in Q3 2018, an estimated $4K.
  • Mainstay Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and held it in 1 quarter.
  • Mainstay Capital Management's State Street SPDR S&P Dividend ETF position peaked at $4K in Q2 2018.
  • 647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2018.

Based on Mainstay Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.