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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arden Trust's SDY Position: Q2 2020 in Review

Arden Trust sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 94 shares — an estimated $8K sold.

Arden Trust first reported a position in SDY in Q4 2013 and held it in 6 quarters. The position peaked at $292K in Q4 2014. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Arden Trust reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 94 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $8K.
Arden Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 6 quarters.
Arden Trust's State Street SPDR S&P Dividend ETF position peaked at $292K in Q4 2014.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.