Becker Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Becker Capital 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	$306K	Hold	2,009	–	–	0.01%	259
2026 Q1	$293K	Hold	2,009	–	–	0.01%	264
2025 Q4	$280K	Hold	2,009	–	–	0.01%	273
2025 Q3	$281K	Hold	2,009	–	–	0.01%	262
2025 Q2	$273K	Hold	2,009	–	–	0.01%	256
2025 Q1	$273K	Hold	2,009	–	–	0.01%	248
2024 Q4	$265K	Hold	2,009	–	–	0.01%	246
2024 Q3	$285K	Hold	2,009	–	–	0.01%	244
2024 Q2	$256K	Sell	2,009 -25	-1%	-$3.22K	0.01%	242
2024 Q1	$267K	Hold	2,034	–	–	0.01%	241
2023 Q4	$254K	Hold	2,034	–	–	0.01%	244
2023 Q3	$234K	Hold	2,034	–	–	0.01%	246
2023 Q2	$249K	Hold	2,034	–	–	0.01%	252
2023 Q1	$252K	Buy	+2,034	New	+$256K	0.01%	237

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

Becker Capital Management's SDY Position: Q2 2026 in Review

Becker Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,009 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #259.

Becker Capital Management first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Becker Capital Management held 2,009 shares of State Street SPDR S&P Dividend ETF worth $306K as of Q2 2026.
Becker Capital Management 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 Becker Capital Management's portfolio in Q2 2026, its #259 holding.
Becker Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.