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Olympiad Research’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Olympiad Research’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
2022
Q3 		$1.56M Sell
13,978
-9,299
-40% -$1.15M 0.84% 33
2022
Q2 		$2.76M Buy
23,277
+2,939
+14% +$366K 1.24% 21
2022
Q1 		$2.61M Buy
20,338
+12,805
+170% +$1.62M 0.8% 37
2021
Q4 		$973K Sell
7,533
-2,331
-24% -$290K 0.35% 84
2021
Q3 		$1.16M Sell
9,864
-5,706
-37% -$699K 0.36% 93
2021
Q2 		$1.9M Buy
15,570
+12,983
+502% +$1.6M 0.66% 64
2021
Q1 		$305K Buy
+2,587
New +$290K 0.13% 145
2020
Q4 		– Sell
-15,433
Closed -$1.43M – 313
2020
Q3 		$1.43M Buy
+15,433
New +$1.46M 0.73% 18
2020
Q2 		– Sell
-7,173
Closed -$573K – 390
2020
Q1 		$573K Buy
+7,173
New +$707K 0.58% 31

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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