Valley National Bancorp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Valley National Bancorp’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	$753K	Buy	9,558 +273	+3%	+$21.3K	0.92%	29
2014 Q3	$695K	Sell	9,285 -1,235	-12%	-$93.7K	0.81%	34
2014 Q2	$805K	Buy	10,520 +2,234	+27%	+$167K	0.95%	31
2014 Q1	$610K	Sell	8,286 -1,289	-13%	-$92.7K	0.8%	36
2013 Q4	$695K	Buy	+9,575	New	+$688K	0.68%	48

Other funds holding SDY

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

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

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

Valley National Bancorp's SDY Position: Q4 2014 in Review

Valley National Bancorp increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q4 2014, buying an estimated $21.3K and bringing the position to 9,558 shares worth $753K. The position accounts for 0.92% of the portfolio, ranked #29.

Valley National Bancorp first reported a position in SDY in Q4 2013 and has held it in 5 quarters since. The position peaked at $805K in Q2 2014. 440 funds tracked by Wall St. Rank hold SDY as of Q4 2014.

Valley National Bancorp held 9,558 shares of State Street SPDR S&P Dividend ETF worth $753K as of Q4 2014.
Valley National Bancorp bought 273 State Street SPDR S&P Dividend ETF shares in Q4 2014, an estimated $21.3K.
State Street SPDR S&P Dividend ETF made up 0.92% of Valley National Bancorp's portfolio in Q4 2014, its #29 holding.
Valley National Bancorp first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's State Street SPDR S&P Dividend ETF position peaked at $805K in Q2 2014.
440 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.