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

Whitener 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
2019 Q4	–	Sell	-130	Closed	-$13K	–	371
2019 Q3	$13K	Hold	130	–	–	0.01%	336
2019 Q2	$13K	Hold	130	–	–	0.01%	323
2019 Q1	$12K	Hold	130	–	–	0.01%	322
2018 Q4	$11K	Hold	130	–	–	0.01%	312
2018 Q3	$12K	Buy	+130	New	+$12.6K	0.01%	321
2018 Q2	–	Sell	-444	Closed	-$40K	–	349
2018 Q1	$40K	Hold	444	–	–	0.03%	220
2017 Q4	$41K	Buy	+444	New	+$41.6K	0.04%	206

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 $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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Whitener Capital Management's SDY Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2019, closing a stake of 130 shares — an estimated $13K sold.

Whitener Capital Management first reported a position in SDY in Q4 2017 and held it in 7 quarters. The position peaked at $41K in Q4 2017. 859 funds tracked by Wall St. Rank hold SDY as of Q4 2019.

Whitener Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 130 State Street SPDR S&P Dividend ETF shares in Q4 2019, an estimated $13K.
Whitener Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's State Street SPDR S&P Dividend ETF position peaked at $41K in Q4 2017.
859 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.