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

WealthShield’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 Q4	$36K	Buy	+378	New	+$35.4K	0.02%	163

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

WealthShield's SDY Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2017: 378 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

661 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

WealthShield held 378 shares of State Street SPDR S&P Dividend ETF worth $36K as of Q4 2017.
State Street SPDR S&P Dividend ETF was a new WealthShield position in Q4 2017.
State Street SPDR S&P Dividend ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #163 holding.
661 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.