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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Becker Capital Management's SDY Position: Q1 2026 in Review

Becker Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,009 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #264.

Becker Capital Management first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Becker Capital Management held 2,009 shares of State Street SPDR S&P Dividend ETF worth $293K as of Q1 2026.
Becker Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #264 holding.
Becker Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.