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3EDGE Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

3EDGE Asset 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
2023
Q2 		– Sell
-226,523
Closed -$28M – 48
2023
Q1 		$28M Buy
226,523
+649
+0.3% +$81.7K 2.11% 11
2022
Q4 		$28.3M Sell
225,874
-5,530
-2% -$683K 2.2% 11
2022
Q3 		$25.8M Sell
231,404
-2,918
-1% -$359K 2% 10
2022
Q2 		$27.8M Sell
234,322
-302,548
-56% -$37.7M 2.16% 10
2022
Q1 		$68.8M Buy
536,870
+11,823
+2% +$1.49M 5.12% 9
2021
Q4 		$67.8M Buy
+525,047
New +$65.3M 5.81% 8
2020
Q2 		– Sell
-145,114
Closed -$11.6M – 39
2020
Q1 		$11.6M Sell
145,114
-1,299,021
-90% -$128M 2.14% 8
2019
Q4 		$155M Buy
+1,444,135
New +$152M 17.79% 1

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return