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

WFG Advisors’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 Q2	$446K	Buy	5,021 +883	+21%	+$78.3K	0.1%	214
2017 Q1	$365K	Sell	4,138 -1,803	-30%	-$158K	0.1%	223
2016 Q4	$508K	Sell	5,941 -5,006	-46%	-$421K	0.12%	204
2016 Q3	$923K	Buy	10,947 +103	+0.9%	+$8.78K	0.23%	107
2016 Q2	$910K	Buy	10,844 +462	+4%	+$37.6K	0.24%	104
2016 Q1	$830K	Buy	10,382 +2,328	+29%	+$172K	0.24%	102
2015 Q4	$593K	Buy	8,054 +358	+5%	+$27.3K	0.18%	139
2015 Q3	$555K	Buy	7,696 +1,528	+25%	+$115K	0.17%	137
2015 Q2	$470K	Buy	6,168 +783	+15%	+$61.4K	0.13%	176
2015 Q1	$421K	Sell	5,385 -2,852	-35%	-$224K	0.12%	198
2014 Q4	$649K	Buy	8,237 +515	+7%	+$40.2K	0.13%	176
2014 Q3	$579K	Buy	7,722 +1,111	+17%	+$84.3K	0.11%	222
2014 Q2	$506K	Buy	6,611 +535	+9%	+$40.1K	0.09%	257
2014 Q1	$447K	Sell	6,076 -169	-3%	-$12.2K	0.09%	263
2013 Q4	$454K	Sell	6,245 -502	-7%	-$36.1K	0.06%	328
2013 Q3	$465K	Buy	6,747 +1,747	+35%	+$121K	0.07%	293
2013 Q2	$332K	Buy	+5,000	New	+$337K	0.06%	347

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WFG Advisors's SDY Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 21% in Q2 2017, buying an estimated $78.3K and bringing the position to 5,021 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #214.

WFG Advisors first reported a position in SDY in Q2 2013 and has held it in 17 quarters since. The position peaked at $923K in Q3 2016. 570 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

WFG Advisors held 5,021 shares of State Street SPDR S&P Dividend ETF worth $446K as of Q2 2017.
WFG Advisors bought 883 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $78.3K.
State Street SPDR S&P Dividend ETF made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #214 holding.
WFG Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR S&P Dividend ETF position peaked at $923K in Q3 2016.
570 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.