Measured Wealth Private Client Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-122	Closed	-$12K	–	588
2018 Q3	$12K	Buy	+122	New	+$11.8K	0.01%	594

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Measured Wealth Private Client Group's SDY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2018, closing a stake of 122 shares — an estimated $12K sold.

Measured Wealth Private Client Group first reported a position in SDY in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 729 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

Measured Wealth Private Client Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 122 State Street SPDR S&P Dividend ETF shares in Q4 2018, an estimated $12K.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's State Street SPDR S&P Dividend ETF position peaked at $12K in Q3 2018.
729 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.