Wealthcare Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealthcare Capital Management’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	-585	Closed	-$55K	–	227
2017 Q4	$55K	Buy	+585	New	+$54.8K	0.01%	80
2015 Q4	–	Sell	-907	Closed	-$65K	–	252
2015 Q3	$65K	Hold	907	–	–	0.01%	81
2015 Q2	$69K	Sell	907 -1,273	-58%	-$99.8K	0.01%	86
2015 Q1	$170K	Buy	2,180 +1,273	+140%	+$99.8K	0.02%	107
2014 Q4	$71K	Hold	907	–	–	0.01%	71
2014 Q3	$68K	Hold	907	–	–	0.01%	73
2014 Q2	$69K	Hold	907	–	–	0.01%	71
2014 Q1	$67K	Hold	907	–	–	0.01%	69
2013 Q4	$66K	Hold	907	–	–	0.01%	40
2013 Q3	$63K	Hold	907	–	–	0.01%	37
2013 Q2	$60K	Buy	+907	New	+$61.1K	0.01%	36

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthcare Capital Management's SDY Position: Q1 2018 in Review

Wealthcare Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 585 shares — an estimated $55K sold.

Wealthcare Capital Management first reported a position in SDY in Q2 2013 and held it in 11 quarters. The position peaked at $170K in Q1 2015. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Wealthcare Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
Wealthcare Capital Management sold 585 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $55K.
Wealthcare Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 11 quarters.
Wealthcare Capital Management's State Street SPDR S&P Dividend ETF position peaked at $170K in Q1 2015.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Wealthcare Capital Management's 13F filing for Q1 2018, filed 15 May 2018.