MRA Associates USA’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MRA Associates USA’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
2019 Q3	$154K	Hold	1,500	–	–	0.6%	39
2019 Q2	$151K	Hold	1,500	–	–	0.6%	43
2019 Q1	$149K	Hold	1,500	–	–	0.27%	37
2018 Q4	$134K	Buy	+1,500	New	+$141K	0.2%	35

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MRA Associates USA's SDY Position: Q3 2019 in Review

MRA Associates USA held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2019 at 1,500 shares worth $154K. The position accounts for 0.6% of the portfolio, ranked #39.

MRA Associates USA first reported a position in SDY in Q4 2018 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

MRA Associates USA held 1,500 shares of State Street SPDR S&P Dividend ETF worth $154K as of Q3 2019.
MRA Associates USA left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2019.
State Street SPDR S&P Dividend ETF made up 0.6% of MRA Associates USA's portfolio in Q3 2019, its #39 holding.
MRA Associates USA first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 4 quarters since.
752 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.