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Spruce Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Spruce Investment 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
2013
Q4 		– Sell
-11,613
Closed -$801K – 20
2013
Q3 		$801K Sell
11,613
-694
-6% -$47.9K 0.58% 14
2013
Q2 		$816K Buy
+12,307
New +$829K 1% 11

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spruce Investment Advisors's SDY Position: Q4 2013 in Review

Spruce Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2013, closing a stake of 11,613 shares — an estimated $801K sold.

Spruce Investment Advisors first reported a position in SDY in Q2 2013 and held it in 2 quarters. The position peaked at $816K in Q2 2013. 365 funds tracked by Wall St. Rank hold SDY as of Q4 2013.

  • Spruce Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2013 after selling out during the quarter.
  • Spruce Investment Advisors sold 11,613 State Street SPDR S&P Dividend ETF shares in Q4 2013, an estimated $801K.
  • Spruce Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 2 quarters.
  • Spruce Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $816K in Q2 2013.
  • 365 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2013.

Based on Spruce Investment Advisors's 13F filing for Q4 2013, filed 4 Feb 2014.