AT
SDY icon

Arden Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arden Trust’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
2020
Q2 		– Sell
-94
Closed -$8K – 673
2020
Q1 		$8K Buy
+94
New +$9.27K ﹤0.01% 613
2015
Q1 		– Sell
-3,711
Closed -$292K – 467
2014
Q4 		$292K Buy
3,711
+500
+16% +$39.1K 0.04% 282
2014
Q3 		$241K Hold
3,211
– – 0.03% 308
2014
Q2 		$246K Hold
3,211
– – 0.03% 292
2014
Q1 		$236K Hold
3,211
– – 0.03% 307
2013
Q4 		$233K Buy
+3,211
New +$231K 0.03% 290

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return