Ronald Blue & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ronald Blue & Co’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
2015 Q4	–	Sell	-4,973	Closed	-$358K	–	281
2015 Q3	$358K	Buy	+4,973	New	+$374K	0.02%	182

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Ronald Blue & Co's SDY Position: Q4 2015 in Review

Ronald Blue & Co sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2015, closing a stake of 4,973 shares — an estimated $358K sold.

Ronald Blue & Co first reported a position in SDY in Q3 2015 and held it in 1 quarter. The position peaked at $358K in Q3 2015. 466 funds tracked by Wall St. Rank hold SDY as of Q4 2015.

Ronald Blue & Co reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2015 after selling out during the quarter.
Ronald Blue & Co sold 4,973 State Street SPDR S&P Dividend ETF shares in Q4 2015, an estimated $358K.
Ronald Blue & Co first reported a position in State Street SPDR S&P Dividend ETF in Q3 2015 and held it in 1 quarter.
Ronald Blue & Co's State Street SPDR S&P Dividend ETF position peaked at $358K in Q3 2015.
466 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.