XS
SDIV icon

XML Securities’s Global X SuperDividend ETF SDIV Stock Holding History

XML Securities’s Portfolio SDIV Stock Details SDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1.31M Buy
21,049
+3,509
+20% +$225K 1.62% 18
2017
Q4 		$1.15M Buy
+17,540
New +$1.14M 1.47% 21

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

XML Securities's SDIV Position: Q1 2018 in Review

XML Securities increased its Global X SuperDividend ETF (SDIV) stake by 20% in Q1 2018, buying an estimated $225K and bringing the position to 21,049 shares worth $1.31M. The position accounts for 1.62% of the portfolio, ranked #18.

XML Securities first reported a position in SDIV in Q4 2017 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold SDIV as of Q1 2018.

  • XML Securities held 21,049 shares of Global X SuperDividend ETF worth $1.31M as of Q1 2018.
  • XML Securities bought 3,509 Global X SuperDividend ETF shares in Q1 2018, an estimated $225K.
  • Global X SuperDividend ETF made up 1.62% of XML Securities's portfolio in Q1 2018, its #18 holding.
  • XML Securities first reported a position in Global X SuperDividend ETF in Q4 2017 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.