Richard Bernstein Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$146M Sell
2025
Q1
$157M Sell
2024
Q4
$160M Sell
2024
Q3
$176M Sell
2024
Q2
$164M Sell
2024
Q1
$176M Sell
2023
Q4
$172M Sell
2023
Q3
$173M Sell
2023
Q2
$192M Buy
2023
Q1
$191M Buy
2022
Q4
$184M Buy
2022
Q3
$160M Buy
2022
Q2
$162M Buy
2022
Q1
$88.6M Buy