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

Cambridge 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
2023 Q3	–	Sell	-260	Closed	-$31.9K	–	732
2023 Q2	$31.9K	Buy	+260	New	+$31.8K	﹤0.01%	470
2022 Q2	–	Sell	-1,850	Closed	-$237K	–	946
2022 Q1	$237K	Sell	1,850 -1,404	-43%	-$177K	0.01%	313
2021 Q4	$420K	Buy	+3,254	New	+$405K	0.01%	244

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Trust's SDY Position: Q3 2023 in Review

Cambridge Trust sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 260 shares — an estimated $31.9K sold.

Cambridge Trust first reported a position in SDY in Q4 2021 and held it in 3 quarters. The position peaked at $420K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Cambridge Trust reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Cambridge Trust sold 260 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $31.9K.
Cambridge Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 3 quarters.
Cambridge Trust's State Street SPDR S&P Dividend ETF position peaked at $420K in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Cambridge Trust's 13F filing for Q3 2023, filed 26 Oct 2023.