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Van Lanschot Kempen Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Van Lanschot Kempen Investment Management’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
2020
Q3 		– Sell
-231,200
Closed -$21.1M – 171
2020
Q2 		$21.1M Sell
231,200
-346,800
-60% -$30.5M 1.54% 9
2020
Q1 		$46.2M Hold
578,000
– – 3.84% 2
2019
Q4 		$62.2M Buy
+578,000
New +$60.7M 3.89% 2

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Morgan Stanley
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Ameriprise
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Royal Bank of Canada
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UBS Group
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JIC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return