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

NEXT 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
2019 Q1	$152K	Buy	+1,531	New	+$147K	0.04%	433

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEXT Financial Holdings's SDY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2019: 1,531 shares worth $152K. The stake represents 0.04% of the portfolio and ranks #433 among its holdings.

757 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

NEXT Financial Holdings held 1,531 shares of State Street SPDR S&P Dividend ETF worth $152K as of Q1 2019.
State Street SPDR S&P Dividend ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR S&P Dividend ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #433 holding.
757 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.