Patriot Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Patriot Wealth Management’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	$394K	Hold	4,396	–	–	0.06%	74
2018 Q3	$431K	Hold	4,396	–	–	0.05%	76
2018 Q2	$408K	Hold	4,396	–	–	0.06%	73
2018 Q1	$401K	Hold	4,396	–	–	0.06%	79
2017 Q4	$415K	Buy	4,396 +450	+11%	+$42.2K	0.06%	81
2017 Q3	$360K	Sell	3,946 -3,106	-44%	-$278K	0.06%	73
2017 Q2	$627K	Buy	+7,052	New	+$625K	0.11%	72

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Patriot Wealth Management's SDY Position: Q4 2018 in Review

Patriot Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2018 at 4,396 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #74.

Patriot Wealth Management first reported a position in SDY in Q2 2017 and has held it in 7 quarters since. The position peaked at $627K in Q2 2017. 730 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

Patriot Wealth Management held 4,396 shares of State Street SPDR S&P Dividend ETF worth $394K as of Q4 2018.
Patriot Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2018.
State Street SPDR S&P Dividend ETF made up 0.06% of Patriot Wealth Management's portfolio in Q4 2018, its #74 holding.
Patriot Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 7 quarters since.
Patriot Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $627K in Q2 2017.
730 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.