Richard Bernstein Advisors LLC SDY Holdings History
Richard Bernstein Advisors LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 1.16 Mil shares of SPDR Dividend ETF(SDY), totaling $157.24 Mil. This investment constitutes 3.8% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0.78% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2022Q1. And since then Richard Bernstein Advisors LLC has made 6 purchases of SDY, at an average price of $124.40, for a total of 1.56 Mil shares. In addition, there have been 7 sales at an average price of $126.11 for 404,742.00 shares. Based on historical transaction data and SDY's current price of $140.09, Richard Bernstein Advisors LLC's estimated gain on his SDY holdings is $18.88 Mil, reflecting a 9.71% gain to date.
Richard Bernstein Advisors LLC SDY ($140.09) Holding Chart
Richard Bernstein Advisors LLC SDY ($140.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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