Simply Money Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Simply Money Advisors’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
2018 Q1	$6.66M	Sell	73,008 -3,991	-5%	-$373K	0.94%	20
2017 Q4	$7.28M	Sell	76,999 -6,451	-8%	-$604K	0.94%	21
2017 Q3	$7.62M	Sell	83,450 -12,123	-13%	-$1.09M	1.01%	20
2017 Q2	$8.49M	Sell	95,573 -11,552	-11%	-$1.02M	1.16%	21
2017 Q1	$9.44M	Sell	107,125 -6,194	-5%	-$541K	1.32%	19
2016 Q4	$9.7M	Buy	113,319 +35,208	+45%	+$2.96M	1.4%	18
2016 Q3	$6.59M	Buy	78,111 +46,708	+149%	+$3.98M	1.01%	17
2016 Q2	$2.63M	Buy	31,403 +20,095	+178%	+$1.63M	0.41%	19
2016 Q1	$904K	Sell	11,308 -1,813	-14%	-$134K	0.14%	21
2015 Q4	$965K	Buy	13,121 +2,090	+19%	+$159K	0.15%	21
2015 Q3	$796K	Buy	11,031 +4,592	+71%	+$346K	0.12%	20
2015 Q2	$491K	Buy	6,439 +1,134	+21%	+$88.9K	0.07%	19
2015 Q1	$415K	Buy	+5,305	New	+$416K	0.06%	21
2013 Q4	–	Sell	-132	Closed	-$9K	–	133
2013 Q3	$9K	Sell	132 -6,225	-98%	-$430K	﹤0.01%	65
2013 Q2	$421K	Buy	+6,357	New	+$428K	0.08%	22

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Simply Money Advisors's SDY Position: Q1 2018 in Review

Simply Money Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.2% in Q1 2018, selling an estimated $373K and leaving 73,008 shares worth $6.66M. The position accounts for 0.94% of the portfolio, ranked #20.

Simply Money Advisors first reported a position in SDY in Q2 2013 and has held it in 15 quarters since. The position peaked at $9.7M in Q4 2016. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Simply Money Advisors held 73,008 shares of State Street SPDR S&P Dividend ETF worth $6.66M as of Q1 2018.
Simply Money Advisors sold 3,991 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $373K.
State Street SPDR S&P Dividend ETF made up 0.94% of Simply Money Advisors's portfolio in Q1 2018, its #20 holding.
Simply Money Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 15 quarters since.
Simply Money Advisors's State Street SPDR S&P Dividend ETF position peaked at $9.7M in Q4 2016.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.