Quad-Cities Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Quad-Cities Investment Group’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
2019 Q4	–	Sell	-204	Closed	-$21K	–	615
2019 Q3	$21K	Hold	204	–	–	0.02%	480
2019 Q2	$21K	Buy	204 +162	+386%	+$16.2K	0.02%	489
2019 Q1	$4K	Hold	42	–	–	﹤0.01%	706
2018 Q4	$4K	Buy	42 +1	+2%	+$94	﹤0.01%	706
2018 Q3	$4K	Sell	41 -104	-72%	-$10.1K	﹤0.01%	726
2018 Q2	$13K	Buy	+145	New	+$13.4K	0.01%	590

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Quad-Cities Investment Group's SDY Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2019, closing a stake of 204 shares — an estimated $21K sold.

Quad-Cities Investment Group first reported a position in SDY in Q2 2018 and held it in 6 quarters. The position peaked at $21K in Q3 2019. 859 funds tracked by Wall St. Rank hold SDY as of Q4 2019.

Quad-Cities Investment Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 204 State Street SPDR S&P Dividend ETF shares in Q4 2019, an estimated $21K.
Quad-Cities Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's State Street SPDR S&P Dividend ETF position peaked at $21K in Q3 2019.
859 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.