Mariner Wealth Advisors (Cincinnati)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$220K	Hold	2,242	–	–	0.01%	273
2018 Q2	$208K	Hold	2,242	–	–	0.01%	285
2018 Q1	$204K	Sell	2,242 -304	-12%	-$28.4K	0.01%	273
2017 Q4	$241K	Buy	2,546 +25	+1%	+$2.34K	0.01%	250
2017 Q3	$230K	Buy	+2,521	New	+$226K	0.01%	248
2016 Q1	–	Sell	-3,514	Closed	-$259K	–	247
2015 Q4	$259K	Buy	+3,514	New	+$268K	0.03%	205

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SDY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2018 at 2,242 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #273.

Mariner Wealth Advisors (Cincinnati) first reported a position in SDY in Q4 2015 and has held it in 6 quarters since. The position peaked at $259K in Q4 2015. 647 funds tracked by Wall St. Rank hold SDY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,242 shares of State Street SPDR S&P Dividend ETF worth $220K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2018.
State Street SPDR S&P Dividend ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #273 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 6 quarters since.
Mariner Wealth Advisors (Cincinnati)'s State Street SPDR S&P Dividend ETF position peaked at $259K in Q4 2015.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.