MIFH
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Migdal Insurance & Financial Holdings’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Migdal Insurance & Financial Holdings’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
2017
Q2 		– Sell
-545
Closed -$48K – 472
2017
Q1 		$48K Hold
545
– – ﹤0.01% 391
2016
Q4 		$47K Buy
+545
New +$45.8K ﹤0.01% 353

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SDY Position: Q2 2017 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 545 shares — an estimated $48K sold.

Migdal Insurance & Financial Holdings first reported a position in SDY in Q4 2016 and held it in 2 quarters. The position peaked at $48K in Q1 2017. 569 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

  • Migdal Insurance & Financial Holdings reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 545 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $48K.
  • Migdal Insurance & Financial Holdings first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's State Street SPDR S&P Dividend ETF position peaked at $48K in Q1 2017.
  • 569 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.