Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
VCM
Vigilant Capital Management’s
State Street SPDR S&P Dividend ETF
SDY
Stock Holding History
Vigilant Capital Management’s Portfolio
SDY Stock Details
SDY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-840
Closed
-$86K
–
478
2019
Q3
$86K
Buy
840
+523
+165%
+$52.7K
0.01%
206
2019
Q2
$32K
Buy
+317
New
+$31.7K
﹤0.01%
291
2018
Q4
–
Sell
-360
Closed
-$35K
–
495
2018
Q3
$35K
Hold
360
–
–
﹤0.01%
304
2018
Q2
$33K
Buy
+360
New
+$33.1K
﹤0.01%
292
2015
Q2
–
Sell
-535
Closed
-$42K
–
287
2015
Q1
$42K
Hold
535
–
–
0.01%
184
2014
Q4
$42K
Hold
535
–
–
0.01%
197
2014
Q3
$40K
Hold
535
–
–
0.01%
170
2014
Q2
$41K
Hold
535
–
–
0.01%
158
2014
Q1
$39K
Hold
535
–
–
0.01%
173
2013
Q4
$39K
Sell
535
-300
-36%
-$21.6K
0.01%
167
2013
Q3
$58K
Hold
835
–
–
0.02%
126
2013
Q2
$55K
Buy
+835
New
+$56.2K
0.02%
129
Other funds holding SDY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JIC
Joel Isaacson & Co
New York
$3.02B AUM
21.81%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close