Ken Griffin’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Ken Griffin’s Portfolio YLDE Stock Details YLDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,673	Closed	-$644K	–	15732
2024 Q4	$644K	Buy	12,673 +6,822	+117%	+$352K	﹤0.01%	7985
2024 Q3	$295K	Buy	+5,851	New	+$283K	﹤0.01%	9375
2022 Q3	–	Sell	-20,797	Closed	-$775K	–	13749
2022 Q2	$775K	Sell	20,797 -17,761	-46%	-$706K	﹤0.01%	7612
2022 Q1	$1.63M	Buy	38,558 +25,020	+185%	+$1.05M	﹤0.01%	6540
2021 Q4	$593K	Buy	+13,538	New	+$569K	﹤0.01%	9260

Other funds holding YLDE

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Ken Griffin's YLDE Position: Q1 2025 in Review

Ken Griffin sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q1 2025, closing a stake of 12,673 shares — an estimated $644K sold.

Ken Griffin first reported a position in YLDE in Q4 2021 and held it in 5 quarters. The position peaked at $1.63M in Q1 2022. 28 funds tracked by Wall St. Rank hold YLDE as of Q1 2025.

Ken Griffin reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q1 2025 after selling out during the quarter.
Ken Griffin sold 12,673 ClearBridge Dividend Strategy ESG ETF shares in Q1 2025, an estimated $644K.
Ken Griffin first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2021 and held it in 5 quarters.
Ken Griffin's ClearBridge Dividend Strategy ESG ETF position peaked at $1.63M in Q1 2022.
28 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.