Sand Hill Global Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,944
Closed -$269K 118
2017
Q3
$269K Hold
2,944
0.03% 97
2017
Q2
$262K Hold
2,944
0.03% 99
2017
Q1
$259K Buy
+2,944
New +$257K 0.03% 77

Other funds holding SDY

Sand Hill Global Advisors's SDY Position: Q4 2017 in Review

Sand Hill Global Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2017, closing a stake of 2,944 shares — an estimated $269K sold.

Sand Hill Global Advisors first reported a position in SDY in Q1 2017 and held it in 3 quarters. The position peaked at $269K in Q3 2017. 660 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

  • Sand Hill Global Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • Sand Hill Global Advisors sold 2,944 State Street SPDR S&P Dividend ETF shares in Q4 2017, an estimated $269K.
  • Sand Hill Global Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 3 quarters.
  • Sand Hill Global Advisors's State Street SPDR S&P Dividend ETF position peaked at $269K in Q3 2017.
  • 660 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on Sand Hill Global Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.