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Strategic Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Wealth Management’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
2014
Q4 		– Sell
-99,883
Closed -$7.49M – 58
2014
Q3 		$7.49M Buy
99,883
+44,753
+81% +$3.4M 7.8% 5
2014
Q2 		$4.22M Buy
+55,130
New +$4.13M 4.33% 8

Other funds holding SDY

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 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
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Strategic Wealth Management's SDY Position: Q4 2014 in Review

Strategic Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2014, closing a stake of 99,883 shares — an estimated $7.49M sold.

Strategic Wealth Management first reported a position in SDY in Q2 2014 and held it in 2 quarters. The position peaked at $7.49M in Q3 2014. 440 funds tracked by Wall St. Rank hold SDY as of Q4 2014.

  • Strategic Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 99,883 State Street SPDR S&P Dividend ETF shares in Q4 2014, an estimated $7.49M.
  • Strategic Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and held it in 2 quarters.
  • Strategic Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $7.49M in Q3 2014.
  • 440 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2014.

Based on Strategic Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.