Smith Hayes Advisers’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Smith Hayes Advisers’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
2016 Q1	$210K	Buy	+2,627	New	+$195K	0.04%	295

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smith Hayes Advisers's SDY Position: Q1 2016 in Review

Smith Hayes Advisers opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2016: 2,627 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #295 among its holdings.

478 funds tracked by Wall St. Rank hold SDY as of Q1 2016.

Smith Hayes Advisers held 2,627 shares of State Street SPDR S&P Dividend ETF worth $210K as of Q1 2016.
State Street SPDR S&P Dividend ETF was a new Smith Hayes Advisers position in Q1 2016.
State Street SPDR S&P Dividend ETF made up 0.04% of Smith Hayes Advisers's portfolio in Q1 2016, its #295 holding.
478 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.