Verus Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Verus Financial Partners’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
2018 Q1	–	Sell	-2,215	Closed	-$209K	–	54
2017 Q4	$209K	Buy	+2,215	New	+$208K	0.08%	50
2017 Q2	–	Sell	-2,466	Closed	-$217K	–	52
2017 Q1	$217K	Buy	+2,466	New	+$216K	0.09%	49

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Verus Financial Partners's SDY Position: Q1 2018 in Review

Verus Financial Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 2,215 shares — an estimated $209K sold.

Verus Financial Partners first reported a position in SDY in Q1 2017 and held it in 2 quarters. The position peaked at $217K in Q1 2017. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Verus Financial Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
Verus Financial Partners sold 2,215 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $209K.
Verus Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 2 quarters.
Verus Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $217K in Q1 2017.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Verus Financial Partners's 13F filing for Q1 2018, filed 23 Apr 2018.