Number of Shares
1.16 Mil
Current Holdings Value*
$157.24 Mil
% of Portfolio
3.8%
Total Estimate Gain
$18.27 Mil
% of Total Estimate Gain
9.39%

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 $139.56, Richard Bernstein Advisors LLC's estimated gain on his SDY holdings is $18.27 Mil, reflecting a 9.39% gain to date.

Richard Bernstein Advisors LLC SDY ($139.56) Holding Chart

Richard Bernstein Advisors LLC SDY ($139.56) 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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