WESPAC Advisors SoCal’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-75	Closed	-$7K	–	257
2019 Q1	$7K	Buy	+75	New	+$7.21K	﹤0.01%	265
2018 Q4	–	Hold	0	–	–	–	259
2018 Q3	–	Hold	0	–	–	–	246

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WESPAC Advisors SoCal's SDY Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2019, closing a stake of 75 shares — an estimated $7K sold.

WESPAC Advisors SoCal first reported a position in SDY in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 740 funds tracked by Wall St. Rank hold SDY as of Q2 2019.

WESPAC Advisors SoCal reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 75 State Street SPDR S&P Dividend ETF shares in Q2 2019, an estimated $7K.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 1 quarter.
WESPAC Advisors SoCal's State Street SPDR S&P Dividend ETF position peaked at $7K in Q1 2019.
740 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.