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Beverly Hills Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,409
Closed -$206K – 344
2026
Q1 		$206K Sell
1,409
-180
-11% -$26.8K 0.03% 326
2025
Q4 		$221K Hold
1,589
– – 0.04% 305
2025
Q3 		$222K Sell
1,589
-96
-6% -$13.4K 0.04% 311
2025
Q2 		$229K Sell
1,685
-98
-5% -$13K 0.04% 308
2025
Q1 		$242K Hold
1,783
– – 0.05% 304
2024
Q4 		$236K Buy
1,783
+12
+0.7% +$1.68K 0.05% 300
2024
Q3 		$252K Buy
1,771
+8
+0.5% +$1.08K 0.05% 297
2024
Q2 		$224K Sell
1,763
-6
-0.3% -$773 0.05% 319
2024
Q1 		$232K Sell
1,769
-795
-31% -$99.7K 0.05% 312
2023
Q4 		$320K Buy
2,564
+18
+0.7% +$2.11K 0.08% 244
2023
Q3 		$293K Buy
2,546
+17
+0.7% +$2.08K 0.09% 231
2023
Q2 		$315K Buy
2,529
+5
+0.2% +$611 0.05% 281
2023
Q1 		$312K Buy
2,524
+686
+37% +$86.3K 0.1% 214
2022
Q4 		$230K Buy
+1,838
New +$227K 0.1% 200

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beverly Hills Private Wealth's SDY Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,409 shares — an estimated $206K sold.

Beverly Hills Private Wealth first reported a position in SDY in Q4 2022 and held it in 14 quarters. The position peaked at $320K in Q4 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,409 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $206K.
  • Beverly Hills Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $320K in Q4 2023.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.