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Trexquant Investment’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Trexquant Investment’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
2024
Q1 		– Sell
-3,137
Closed -$392K – 1750
2023
Q4 		$392K Buy
+3,137
New +$368K 0.01% 1166
2021
Q4 		– Sell
-4,627
Closed -$544K – 1591
2021
Q3 		$544K Buy
+4,627
New +$567K 0.04% 504
2020
Q3 		– Sell
-14,534
Closed -$1.33M – 1498
2020
Q2 		$1.33M Buy
14,534
+11,889
+449% +$1.04M 0.09% 309
2020
Q1 		$211K Buy
+2,645
New +$261K 0.02% 957

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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