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

Threshold 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 Q3	$6.94M	Hold	76,034	–	–	5.53%	6
2017 Q2	$6.76M	Hold	76,034	–	–	5.97%	7
2017 Q1	$6.7M	Hold	76,034	–	–	6.46%	5
2016 Q4	$6.5M	Buy	76,034 +72,489	+2,045%	+$6.09M	5.67%	5
2016 Q3	$299K	Buy	+3,545	New	+$302K	0.29%	35
2016 Q2	–	Sell	-3,545	Closed	-$283K	–	39
2016 Q1	$283K	Sell	3,545 -763	-18%	-$56.5K	0.39%	25
2015 Q4	$317K	Buy	+4,308	New	+$328K	0.42%	23

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Threshold Group's SDY Position: Q3 2017 in Review

Threshold Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2017 at 76,034 shares worth $6.94M. The position accounts for 5.53% of the portfolio, ranked #6.

Threshold Group first reported a position in SDY in Q4 2015 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold SDY as of Q3 2017.

Threshold Group held 76,034 shares of State Street SPDR S&P Dividend ETF worth $6.94M as of Q3 2017.
Threshold Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2017.
State Street SPDR S&P Dividend ETF made up 5.53% of Threshold Group's portfolio in Q3 2017, its #6 holding.
Threshold Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.