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Benjamin Edwards Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Benjamin Edwards Inc’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 		$28.5M Buy
195,067
+1,114
+0.6% +$166K 0.28% 106
2025
Q4 		$27M Buy
193,953
+10,567
+6% +$1.47M 0.3% 96
2025
Q3 		$25.7M Sell
183,386
-4,319
-2% -$602K 0.29% 90
2025
Q2 		$25.5M Buy
187,705
+167,975
+851% +$22.3M 0.32% 82
2025
Q1 		$2.68M Buy
19,730
+13
+0.1% +$1.75K 0.04% 356
2024
Q4 		$2.61M Buy
19,717
+569
+3% +$79.5K 0.04% 382
2024
Q3 		$2.72M Buy
+19,148
New +$2.59M 0.04% 373
2023
Q2 		– Sell
-38
Closed -$5K – 715
2023
Q1 		$5K Hold
38
– – ﹤0.01% 629
2022
Q4 		$5K Hold
38
– – ﹤0.01% 639
2022
Q3 		$4K Buy
38
+1
+3% +$123 ﹤0.01% 630
2022
Q2 		$4K Sell
37
-89
-71% -$11.1K ﹤0.01% 634
2022
Q1 		$16K Buy
126
+36
+40% +$4.55K ﹤0.01% 576
2021
Q4 		$12K Buy
+90
New +$11.2K ﹤0.01% 567

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

Benjamin Edwards Inc's SDY Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.57% in Q1 2026, buying an estimated $166K and bringing the position to 195,067 shares worth $28.5M. The position accounts for 0.28% of the portfolio, ranked #106.

Benjamin Edwards Inc first reported a position in SDY in Q4 2021 and has held it in 13 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Benjamin Edwards Inc held 195,067 shares of State Street SPDR S&P Dividend ETF worth $28.5M as of Q1 2026.
  • Benjamin Edwards Inc bought 1,114 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $166K.
  • State Street SPDR S&P Dividend ETF made up 0.28% of Benjamin Edwards Inc's portfolio in Q1 2026, its #106 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 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 Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.