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Arrow Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arrow Financial’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 		– Sell
-1,642
Closed -$229K – 159
2025
Q4 		$229K Hold
1,642
– – 0.02% 152
2025
Q3 		$230K Sell
1,642
-77
-4% -$10.7K 0.02% 153
2025
Q2 		$233K Buy
1,719
+77
+5% +$10.2K 0.02% 153
2025
Q1 		$223K Hold
1,642
– – 0.02% 151
2024
Q4 		$217K Hold
1,642
– – 0.02% 163
2024
Q3 		$233K Buy
+1,642
New +$222K 0.02% 161

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrow Financial's SDY Position: Q1 2026 in Review

Arrow Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 1,642 shares — an estimated $229K sold.

Arrow Financial first reported a position in SDY in Q3 2024 and held it in 6 quarters. The position peaked at $233K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Arrow Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Arrow Financial sold 1,642 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $229K.
  • Arrow Financial first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and held it in 6 quarters.
  • Arrow Financial's State Street SPDR S&P Dividend ETF position peaked at $233K in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.