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

Whitney & Co’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 Q4	–	Sell	-85	Closed	-$8K	–	388
2018 Q3	$8K	Hold	85	–	–	﹤0.01%	341
2018 Q2	$8K	Hold	85	–	–	﹤0.01%	255
2018 Q1	$8K	Buy	+85	New	+$7.94K	﹤0.01%	254

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JIC

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

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

Whitney & Co's SDY Position: Q4 2018 in Review

Whitney & Co sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2018, closing a stake of 85 shares — an estimated $8K sold.

Whitney & Co first reported a position in SDY in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 729 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

Whitney & Co reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 85 State Street SPDR S&P Dividend ETF shares in Q4 2018, an estimated $8K.
Whitney & Co first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's State Street SPDR S&P Dividend ETF position peaked at $8K in Q3 2018.
729 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.