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

RKL 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
2017 Q4	–	Sell	-2,405	Closed	-$219K	–	148
2017 Q3	$219K	Buy	+2,405	New	+$215K	0.06%	143
2014 Q4	–	Sell	-2,835	Closed	-$212K	–	59
2014 Q3	$212K	Buy	+2,835	New	+$215K	0.15%	59

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

RKL Wealth Management's SDY Position: Q4 2017 in Review

RKL Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2017, closing a stake of 2,405 shares — an estimated $219K sold.

RKL Wealth Management first reported a position in SDY in Q3 2014 and held it in 2 quarters. The position peaked at $219K in Q3 2017. 660 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

RKL Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2017 after selling out during the quarter.
RKL Wealth Management sold 2,405 State Street SPDR S&P Dividend ETF shares in Q4 2017, an estimated $219K.
RKL Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2014 and held it in 2 quarters.
RKL Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $219K in Q3 2017.
660 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.