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Strategic Capital Alternatives’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$61K Sell
848
-56
-6% -$4.22K 0.01% 212
2015
Q2 		$69K Buy
+904
New +$70.8K 0.02% 270
2014
Q4 		– Sell
-904
Closed -$68K – 287
2014
Q3 		$68K Buy
+904
New +$68.6K 0.02% 209

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Capital Alternatives's SDY Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.2% in Q3 2015, selling an estimated $4.22K and leaving 848 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #212.

Strategic Capital Alternatives first reported a position in SDY in Q3 2014 and has held it in 3 quarters since. The position peaked at $69K in Q2 2015. 440 funds tracked by Wall St. Rank hold SDY as of Q3 2015.

  • Strategic Capital Alternatives held 848 shares of State Street SPDR S&P Dividend ETF worth $61K as of Q3 2015.
  • Strategic Capital Alternatives sold 56 State Street SPDR S&P Dividend ETF shares in Q3 2015, an estimated $4.22K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #212 holding.
  • Strategic Capital Alternatives first reported a position in State Street SPDR S&P Dividend ETF in Q3 2014 and has held it in 3 quarters since.
  • Strategic Capital Alternatives's State Street SPDR S&P Dividend ETF position peaked at $69K in Q2 2015.
  • 440 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.