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

Winthrop Advisory 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
2018 Q3	–	Sell	-2,458	Closed	-$228K	–	90
2018 Q2	$228K	Sell	2,458 -1,996	-45%	-$184K	0.15%	71
2018 Q1	$404K	Sell	4,454 -1,452	-25%	-$136K	0.28%	47
2017 Q4	$559K	Buy	+5,906	New	+$553K	0.4%	41

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

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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Winthrop Advisory Group's SDY Position: Q3 2018 in Review

Winthrop Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2018, closing a stake of 2,458 shares — an estimated $228K sold.

Winthrop Advisory Group first reported a position in SDY in Q4 2017 and held it in 3 quarters. The position peaked at $559K in Q4 2017. 647 funds tracked by Wall St. Rank hold SDY as of Q3 2018.

Winthrop Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2018 after selling out during the quarter.
Winthrop Advisory Group sold 2,458 State Street SPDR S&P Dividend ETF shares in Q3 2018, an estimated $228K.
Winthrop Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 3 quarters.
Winthrop Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $559K in Q4 2017.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2018.

Based on Winthrop Advisory Group's 13F filing for Q3 2018, filed 29 Oct 2018.