Beck Mack & Oliver’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beck Mack & Oliver’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	$378K	Hold	2,483	–	–	0.01%	152
2026 Q1	$362K	Hold	2,483	–	–	0.01%	151
2025 Q4	$346K	Hold	2,483	–	–	0.01%	156
2025 Q3	$348K	Hold	2,483	–	–	0.01%	147
2025 Q2	$337K	Hold	2,483	–	–	0.01%	151
2025 Q1	$337K	Hold	2,483	–	–	0.01%	152
2024 Q4	$328K	Hold	2,483	–	–	0.01%	149
2024 Q3	$353K	Hold	2,483	–	–	0.01%	142
2024 Q2	$316K	Hold	2,483	–	–	0.01%	144
2024 Q1	$326K	Hold	2,483	–	–	0.01%	143
2023 Q4	$310K	Hold	2,483	–	–	0.01%	146
2023 Q3	$286K	Hold	2,483	–	–	0.01%	142
2023 Q2	$304K	Hold	2,483	–	–	0.01%	143
2023 Q1	$307K	Hold	2,483	–	–	0.01%	146
2022 Q4	$311K	Buy	+2,483	New	+$307K	0.01%	150
2022 Q3	–	Sell	-2,467	Closed	-$293K	–	172
2022 Q2	$293K	Buy	+2,467	New	+$308K	0.01%	152

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

Beck Mack & Oliver's SDY Position: Q2 2026 in Review

Beck Mack & Oliver held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,483 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #152.

Beck Mack & Oliver first reported a position in SDY in Q2 2022 and has held it in 16 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Beck Mack & Oliver held 2,483 shares of State Street SPDR S&P Dividend ETF worth $378K as of Q2 2026.
Beck Mack & Oliver left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Beck Mack & Oliver's portfolio in Q2 2026, its #152 holding.
Beck Mack & Oliver first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 16 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.