Bartlett & Co Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bartlett & Co Wealth Management’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	$435K	Sell	2,859 -33	-1%	-$4.92K	0.01%	369
2026 Q1	$427K	Hold	2,892	–	–	0.01%	359
2025 Q4	$402K	Hold	2,892	–	–	0.01%	361
2025 Q3	$405K	Hold	2,892	–	–	0.01%	360
2025 Q2	$393K	Hold	2,892	–	–	0.01%	365
2025 Q1	$392K	Sell	2,892 -219	-7%	-$29.5K	0.01%	361
2024 Q4	$411K	Hold	3,111	–	–	0.01%	349
2024 Q3	$442K	Sell	3,111 -48	-2%	-$6.49K	0.01%	343
2024 Q2	$402K	Hold	3,159	–	–	0.01%	352
2024 Q1	$415K	Hold	3,159	–	–	0.01%	349
2023 Q4	$396K	Sell	3,159 -106	-3%	-$12.4K	0.01%	378
2023 Q3	$376K	Sell	3,265 -390	-11%	-$47.6K	0.01%	368
2023 Q2	$448K	Buy	3,655 +200	+6%	+$24.4K	0.01%	357
2023 Q1	$427K	Hold	3,455	–	–	0.01%	301
2022 Q4	$432K	Sell	3,455 -43	-1%	-$5.31K	0.01%	307
2022 Q3	$390K	Hold	3,498	–	–	0.01%	305
2022 Q2	$415K	Hold	3,498	–	–	0.01%	297
2022 Q1	$448K	Buy	3,498 +320	+10%	+$40.4K	0.01%	304
2021 Q4	$410K	Hold	3,178	–	–	0.01%	317
2021 Q3	$374K	Sell	3,178 -268	-8%	-$32.8K	0.01%	284
2021 Q2	$421K	Buy	3,446 +451	+15%	+$55.7K	0.01%	274
2021 Q1	$354K	Sell	2,995 -20	-0.7%	-$2.24K	0.01%	285
2020 Q4	$319K	Buy	3,015 +615	+26%	+$62.2K	0.01%	288
2020 Q3	$222K	Hold	2,400	–	–	0.01%	299
2020 Q2	$219K	Buy	2,400 +1,048	+78%	+$92.1K	0.01%	301
2020 Q1	$108K	Sell	1,352 -481	-26%	-$47.4K	﹤0.01%	360
2019 Q4	$197K	Buy	1,833 +481	+36%	+$50.5K	﹤0.01%	334
2019 Q3	$139K	Sell	1,352 -83	-6%	-$8.37K	﹤0.01%	361
2019 Q2	$145K	Sell	1,435 -63	-4%	-$6.3K	0.01%	289
2019 Q1	$149K	Hold	1,498	–	–	0.01%	276
2018 Q4	$134K	Hold	1,498	–	–	0.01%	284
2018 Q3	$147K	Hold	1,498	–	–	0.01%	288
2018 Q2	$139K	Sell	1,498 -150	-9%	-$13.8K	0.01%	293
2018 Q1	$150K	Buy	+1,648	New	+$154K	0.01%	279

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

Bartlett & Co Wealth Management's SDY Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, selling an estimated $4.92K and leaving 2,859 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #369.

Bartlett & Co Wealth Management first reported a position in SDY in Q1 2018 and has held it in 34 quarters since. The position peaked at $448K in Q1 2022. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Bartlett & Co Wealth Management held 2,859 shares of State Street SPDR S&P Dividend ETF worth $435K as of Q2 2026.
Bartlett & Co Wealth Management sold 33 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.92K.
State Street SPDR S&P Dividend ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #369 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 34 quarters since.
Bartlett & Co Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $448K in Q1 2022.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.