Oak Point Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
RJA
JIC
SB
Oak Point Wealth Management's SDY Position: Q1 2018 in Review
Oak Point Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q1 2018, selling an estimated $102K and leaving 35,453 shares worth $3.17M. The position accounts for 3.24% of the portfolio, ranked #4.
Oak Point Wealth Management first reported a position in SDY in Q4 2017 and has held it in 2 quarters since. The position peaked at $3.45M in Q4 2017. 644 funds tracked by Wall St. Rank hold SDY as of Q1 2018.
- Oak Point Wealth Management held 35,453 shares of State Street SPDR S&P Dividend ETF worth $3.17M as of Q1 2018.
- Oak Point Wealth Management sold 1,090 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $102K.
- State Street SPDR S&P Dividend ETF made up 3.24% of Oak Point Wealth Management's portfolio in Q1 2018, its #4 holding.
- Oak Point Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $3.45M in Q4 2017.
- 644 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.