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

Mariner Wealth Advisors (NYC)’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
2015 Q1	$86K	Buy	+1,106	New	+$86.8K	0.04%	114

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CNB

City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC)'s SDY Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2015: 1,106 shares worth $86K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings.

448 funds tracked by Wall St. Rank hold SDY as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,106 shares of State Street SPDR S&P Dividend ETF worth $86K as of Q1 2015.
State Street SPDR S&P Dividend ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
State Street SPDR S&P Dividend ETF made up 0.04% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #114 holding.
448 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.