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Physicians Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Physicians Financial Services’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
Q1 		– Sell
-77
Closed -$7K – 231
2016
Q4 		$7K Hold
77
– – 0.01% 255
2016
Q3 		$6K Hold
77
– – 0.01% 255
2016
Q2 		$6K Hold
77
– – 0.01% 251
2016
Q1 		$6K Hold
77
– – 0.01% 248
2015
Q4 		$6K Buy
+77
New +$5.87K 0.01% 258

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Physicians Financial Services's SDY Position: Q1 2017 in Review

Physicians Financial Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2017, closing a stake of 77 shares — an estimated $7K sold.

Physicians Financial Services first reported a position in SDY in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2016. 576 funds tracked by Wall St. Rank hold SDY as of Q1 2017.

  • Physicians Financial Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 77 State Street SPDR S&P Dividend ETF shares in Q1 2017, an estimated $7K.
  • Physicians Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's State Street SPDR S&P Dividend ETF position peaked at $7K in Q4 2016.
  • 576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.