Sharkey, Howes & Javer’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sharkey, Howes & Javer’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 Q2	–	Sell	-400	Closed	-$40K	–	203
2019 Q1	$40K	Hold	400	–	–	0.02%	116
2018 Q4	$36K	Hold	400	–	–	0.02%	115
2018 Q3	$39K	Buy	+400	New	+$38.8K	0.02%	117

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

RJA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

JIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's SDY Position: Q2 2019 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2019, closing a stake of 400 shares — an estimated $40K sold.

Sharkey, Howes & Javer first reported a position in SDY in Q3 2018 and held it in 3 quarters. The position peaked at $40K in Q1 2019. 740 funds tracked by Wall St. Rank hold SDY as of Q2 2019.

Sharkey, Howes & Javer reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 400 State Street SPDR S&P Dividend ETF shares in Q2 2019, an estimated $40K.
Sharkey, Howes & Javer first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and held it in 3 quarters.
Sharkey, Howes & Javer's State Street SPDR S&P Dividend ETF position peaked at $40K in Q1 2019.
740 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2019, filed 24 Jul 2019.