Portfolio Strategies (Washington)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Portfolio Strategies (Washington)’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 Q4	$60K	Buy	+639	New	+$59.9K	0.12%	38

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies (Washington)'s SDY Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2017: 639 shares worth $60K. The stake represents 0.12% of the portfolio and ranks #38 among its holdings.

660 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

Portfolio Strategies (Washington) held 639 shares of State Street SPDR S&P Dividend ETF worth $60K as of Q4 2017.
State Street SPDR S&P Dividend ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
State Street SPDR S&P Dividend ETF made up 0.12% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #38 holding.
660 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.