Appleton Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Appleton Partners’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 Q2	$706K	Sell	4,640 -75	-2%	-$11.2K	0.04%	176
2026 Q1	$688K	Sell	4,715 -1,145	-20%	-$171K	0.05%	169
2025 Q4	$815K	Sell	5,860 -55	-0.9%	-$7.65K	0.05%	155
2025 Q3	$828K	Sell	5,915 -60	-1%	-$8.37K	0.06%	152
2025 Q2	$811K	Sell	5,975 -110	-2%	-$14.6K	0.06%	146
2025 Q1	$826K	Buy	6,085 +975	+19%	+$131K	0.06%	141
2024 Q4	$675K	Sell	5,110 -195	-4%	-$27.2K	0.05%	153
2024 Q3	$754K	Hold	5,305	–	–	0.06%	148
2024 Q2	$675K	Sell	5,305 -337	-6%	-$43.4K	0.05%	149
2024 Q1	$740K	Sell	5,642 -108	-2%	-$13.5K	0.06%	154
2023 Q4	$719K	Hold	5,750	–	–	0.06%	162
2023 Q3	$661K	Sell	5,750 -338	-6%	-$41.3K	0.06%	166
2023 Q2	$746K	Hold	6,088	–	–	0.06%	165
2023 Q1	$753K	Sell	6,088 -225	-4%	-$28.3K	0.07%	174
2022 Q4	$790K	Buy	6,313 +348	+6%	+$43K	0.07%	170
2022 Q3	$665K	Hold	5,965	–	–	0.07%	179
2022 Q2	$708K	Sell	5,965 -1,058	-15%	-$132K	0.07%	174
2022 Q1	$900K	Sell	7,023 -20	-0.3%	-$2.53K	0.07%	168
2021 Q4	$909K	Buy	7,043 +1,182	+20%	+$147K	0.07%	169
2021 Q3	$689K	Buy	5,861 +40	+0.7%	+$4.9K	0.06%	181
2021 Q2	$712K	Sell	5,821 -185	-3%	-$22.9K	0.06%	174
2021 Q1	$709K	Sell	6,006 -20	-0.3%	-$2.24K	0.07%	172
2020 Q4	$638K	Sell	6,026 -25	-0.4%	-$2.53K	0.06%	170
2020 Q3	$559K	Buy	6,051 +100	+2%	+$9.43K	0.06%	173
2020 Q2	$543K	Hold	5,951	–	–	0.07%	171
2020 Q1	$475K	Sell	5,951 -20	-0.3%	-$1.97K	0.07%	171
2019 Q4	$642K	Sell	5,971 -480	-7%	-$50.4K	0.07%	170
2019 Q3	$662K	Sell	6,451 -289	-4%	-$29.1K	0.08%	166
2019 Q2	$680K	Buy	6,740 +54	+0.8%	+$5.4K	0.08%	164
2019 Q1	$665K	Sell	6,686 -110	-2%	-$10.6K	0.09%	160
2018 Q4	$608K	Sell	6,796 -140	-2%	-$13.2K	0.09%	159
2018 Q3	$679K	Buy	6,936 +243	+4%	+$23.6K	0.09%	162
2018 Q2	$620K	Buy	6,693 +325	+5%	+$29.9K	0.09%	167
2018 Q1	$581K	Sell	6,368 -65	-1%	-$6.08K	0.09%	174
2017 Q4	$608K	Sell	6,433 -200	-3%	-$18.7K	0.09%	165
2017 Q3	$606K	Sell	6,633 -190	-3%	-$17K	0.1%	154
2017 Q2	$606K	Hold	6,823	–	–	0.1%	153
2017 Q1	$601K	Buy	+6,823	New	+$596K	0.11%	148

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Appleton Partners's SDY Position: Q2 2026 in Review

Appleton Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q2 2026, selling an estimated $11.2K and leaving 4,640 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #176.

Appleton Partners first reported a position in SDY in Q1 2017 and has held it in 38 quarters since. The position peaked at $909K in Q4 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Appleton Partners held 4,640 shares of State Street SPDR S&P Dividend ETF worth $706K as of Q2 2026.
Appleton Partners sold 75 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $11.2K.
State Street SPDR S&P Dividend ETF made up 0.04% of Appleton Partners's portfolio in Q2 2026, its #176 holding.
Appleton Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 38 quarters since.
Appleton Partners's State Street SPDR S&P Dividend ETF position peaked at $909K in Q4 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.