Peak Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Peak Financial 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
2017 Q3	–	Sell	-2,479	Closed	-$220K	–	48
2017 Q2	$220K	Sell	2,479 -104	-4%	-$9.22K	0.09%	44
2017 Q1	$228K	Buy	2,583 +70	+3%	+$6.12K	0.09%	43
2016 Q4	$215K	Hold	2,513	–	–	0.09%	36
2016 Q3	$212K	Sell	2,513 -502	-17%	-$42.8K	0.09%	28
2016 Q2	$253K	Buy	+3,015	New	+$245K	0.11%	27
2015 Q4	$229K	Buy	+3,115	New	+$237K	0.1%	28

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Peak Financial Management's SDY Position: Q3 2017 in Review

Peak Financial Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2017, closing a stake of 2,479 shares — an estimated $220K sold.

Peak Financial Management first reported a position in SDY in Q4 2015 and held it in 6 quarters. The position peaked at $253K in Q2 2016. 575 funds tracked by Wall St. Rank hold SDY as of Q3 2017.

Peak Financial Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2017 after selling out during the quarter.
Peak Financial Management sold 2,479 State Street SPDR S&P Dividend ETF shares in Q3 2017, an estimated $220K.
Peak Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 6 quarters.
Peak Financial Management's State Street SPDR S&P Dividend ETF position peaked at $253K in Q2 2016.
575 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2017.

Based on Peak Financial Management's 13F filing for Q3 2017, filed 30 Oct 2017.