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 Q2	$43.6M	Buy	286,769 +91,702	+47%	+$13.7M	0.4%	65
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 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

Benjamin Edwards Inc's SDY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR S&P Dividend ETF (SDY) stake by 47% in Q2 2026, buying an estimated $13.7M and bringing the position to 286,769 shares worth $43.6M. The position accounts for 0.4% of the portfolio, ranked #65.

Benjamin Edwards Inc first reported a position in SDY in Q4 2021 and has held it in 14 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Benjamin Edwards Inc held 286,769 shares of State Street SPDR S&P Dividend ETF worth $43.6M as of Q2 2026.
Benjamin Edwards Inc bought 91,702 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13.7M.
State Street SPDR S&P Dividend ETF made up 0.4% of Benjamin Edwards Inc's portfolio in Q2 2026, its #65 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.