AlTi Global’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

AlTi Global’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
2026 Q1	$1.17M	Hold	8,002	–	–	0.03%	214
2025 Q4	$1.11M	Hold	8,002	–	–	0.02%	218
2025 Q3	$1.12M	Hold	8,002	–	–	0.03%	228
2025 Q2	$1.09M	Hold	8,002	–	–	0.03%	223
2025 Q1	$1.09M	Hold	8,002	–	–	0.03%	198
2024 Q4	$1.06M	Sell	8,002 -72,701	-90%	-$10.2M	0.03%	215
2024 Q3	$11.5M	Hold	80,703	–	–	0.28%	47
2024 Q2	$10.3M	Hold	80,703	–	–	0.28%	45
2024 Q1	$10.6M	Sell	80,703 -203	-0.3%	-$25.5K	0.29%	45
2023 Q4	$10.1M	Buy	+80,906	New	+$9.5M	0.31%	46

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlTi Global's SDY Position: Q1 2026 in Review

AlTi Global held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 8,002 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #214.

AlTi Global first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

AlTi Global held 8,002 shares of State Street SPDR S&P Dividend ETF worth $1.17M as of Q1 2026.
AlTi Global left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of AlTi Global's portfolio in Q1 2026, its #214 holding.
AlTi Global first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
AlTi Global's State Street SPDR S&P Dividend ETF position peaked at $11.5M in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.