Summit Financial Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Summit Financial Wealth 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
2017 Q4	–	Sell	-2,434	Closed	-$222K	–	151
2017 Q3	$222K	Sell	2,434 -130	-5%	-$11.6K	0.08%	126
2017 Q2	$228K	Sell	2,564 -40	-2%	-$3.54K	0.09%	132
2017 Q1	$230K	Hold	2,604	–	–	0.1%	125
2016 Q4	$223K	Sell	2,604 -65	-2%	-$5.46K	0.1%	129
2016 Q3	$225K	Sell	2,669 -195	-7%	-$16.6K	0.1%	131
2016 Q2	$240K	Sell	2,864 -2,841	-50%	-$231K	0.1%	124
2016 Q1	$605K	Buy	5,705 +489	+9%	+$36.2K	0.26%	73
2015 Q4	$530K	Buy	+5,216	New	+$398K	0.24%	80

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Wealth Advisors's SDY Position: Q4 2017 in Review

Summit Financial Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2017, closing a stake of 2,434 shares — an estimated $222K sold.

Summit Financial Wealth Advisors first reported a position in SDY in Q4 2015 and held it in 8 quarters. The position peaked at $605K in Q1 2016. 660 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

Summit Financial Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2017 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,434 State Street SPDR S&P Dividend ETF shares in Q4 2017, an estimated $222K.
Summit Financial Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 8 quarters.
Summit Financial Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $605K in Q1 2016.
660 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.