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Stanford Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-2,649
Closed -$227K – 244
2016
Q4 		$227K Hold
2,649
– – 0.11% 47
2016
Q3 		$223K Hold
2,649
– – 0.11% 50
2016
Q2 		$222K Hold
2,649
– – 0.11% 49
2016
Q1 		$212K Hold
2,649
– – 0.12% 49
2015
Q4 		$195K Buy
+2,649
New +$202K 0.11% 55

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stanford Investment Group's SDY Position: Q1 2017 in Review

Stanford Investment Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2017, closing a stake of 2,649 shares — an estimated $227K sold.

Stanford Investment Group first reported a position in SDY in Q4 2015 and held it in 5 quarters. The position peaked at $227K in Q4 2016. 577 funds tracked by Wall St. Rank hold SDY as of Q1 2017.

  • Stanford Investment Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,649 State Street SPDR S&P Dividend ETF shares in Q1 2017, an estimated $227K.
  • Stanford Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 5 quarters.
  • Stanford Investment Group's State Street SPDR S&P Dividend ETF position peaked at $227K in Q4 2016.
  • 577 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.