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Stifel Nicolaus & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$8.01M Buy
116,255
+21,476
+23% +$1.48M 0.13% 170
2013
Q2 		$6.28M Buy
+94,779
New +$6.38M 0.11% 182

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
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

Stifel Nicolaus & Co's SDY Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its State Street SPDR S&P Dividend ETF (SDY) stake by 23% in Q3 2013, buying an estimated $1.48M and bringing the position to 116,255 shares worth $8.01M. The position accounts for 0.13% of the portfolio, ranked #170.

Stifel Nicolaus & Co first reported a position in SDY in Q2 2013 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SDY as of Q3 2013.

  • Stifel Nicolaus & Co held 116,255 shares of State Street SPDR S&P Dividend ETF worth $8.01M as of Q3 2013.
  • Stifel Nicolaus & Co bought 21,476 State Street SPDR S&P Dividend ETF shares in Q3 2013, an estimated $1.48M.
  • State Street SPDR S&P Dividend ETF made up 0.13% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #170 holding.
  • Stifel Nicolaus & Co first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.