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

Winchester Group’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
2013
Q3 		$1.57M Buy
22,815
+2,500
+12% +$173K 0.35% 80
2013
Q2 		$1.35M Buy
+20,315
New +$1.37M 0.29% 88

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Winchester Group's SDY Position: Q3 2013 in Review

Winchester Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q3 2013, buying an estimated $173K and bringing the position to 22,815 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #80.

Winchester Group first reported a position in SDY in Q2 2013 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SDY as of Q3 2013.

  • Winchester Group held 22,815 shares of State Street SPDR S&P Dividend ETF worth $1.57M as of Q3 2013.
  • Winchester Group bought 2,500 State Street SPDR S&P Dividend ETF shares in Q3 2013, an estimated $173K.
  • State Street SPDR S&P Dividend ETF made up 0.35% of Winchester Group's portfolio in Q3 2013, its #80 holding.
  • Winchester Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.