BJL
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Brighton Jones LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Brighton Jones LLC’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 		$3.29M Buy
+22,550
New +$3.36M 0.07% 191
2025
Q4 		– Sell
-20,953
Closed -$2.93M – 786
2025
Q3 		$2.93M Buy
20,953
+309
+1% +$43.1K 0.07% 154
2025
Q2 		$2.8M Buy
20,644
+1,997
+11% +$265K 0.08% 146
2025
Q1 		$2.53M Buy
18,647
+152
+0.8% +$20.4K 0.08% 137
2024
Q4 		$2.44M Buy
18,495
+14,829
+405% +$2.07M 0.07% 146
2024
Q3 		$521K Sell
3,666
-14,526
-80% -$1.96M 0.02% 312
2024
Q2 		$2.31M Buy
18,192
+529
+3% +$68.1K 0.08% 132
2024
Q1 		$2.32M Sell
17,663
-458
-3% -$57.5K 0.08% 129
2023
Q4 		$2.26M Buy
18,121
+1,810
+11% +$212K 0.1% 121
2023
Q3 		$1.88M Buy
16,311
+564
+4% +$68.8K 0.1% 120
2023
Q2 		$1.93M Sell
15,747
-201
-1% -$24.6K 0.1% 126
2023
Q1 		$1.97M Buy
15,948
+36
+0.2% +$4.53K 0.11% 112
2022
Q4 		$1.99M Sell
15,912
-2,486
-14% -$307K 0.12% 102
2022
Q3 		$2.05M Sell
18,398
-552
-3% -$68K 0.12% 96
2022
Q2 		$2.25M Buy
18,950
+11
+0.1% +$1.37K 0.13% 91
2022
Q1 		$2.43M Sell
18,939
-370
-2% -$46.8K 0.11% 93
2021
Q4 		$2.49M Buy
19,309
+212
+1% +$26.4K 0.12% 93
2021
Q3 		$2.25M Buy
19,097
+11
+0.1% +$1.35K 0.12% 83
2021
Q2 		$2.33M Sell
19,086
-1,716
-8% -$212K 0.12% 82
2021
Q1 		$2.46M Buy
20,802
+4,388
+27% +$492K 0.15% 69
2020
Q4 		$1.74M Sell
16,414
-185
-1% -$18.7K 0.11% 86
2020
Q3 		$1.53M Buy
16,599
+592
+4% +$55.8K 0.11% 84
2020
Q2 		$1.46M Sell
16,007
-16
-0.1% -$1.41K 0.12% 76
2020
Q1 		$1.28M Buy
16,023
+10
+0.1% +$986 0.13% 76
2019
Q4 		$1.72M Buy
16,013
+156
+1% +$16.4K 0.19% 74
2019
Q3 		$1.63M Buy
15,857
+89
+0.6% +$8.97K 0.19% 69
2019
Q2 		$1.59M Buy
15,768
+10
+0.1% +$1K 0.19% 73
2019
Q1 		$1.57M Sell
15,758
-496
-3% -$47.7K 0.19% 73
2018
Q4 		$1.46M Buy
16,254
+929
+6% +$87.6K 0.21% 66
2018
Q3 		$1.5M Sell
15,325
-40
-0.3% -$3.88K 0.18% 71
2018
Q2 		$1.42M Buy
15,365
+240
+2% +$22.1K 0.18% 72
2018
Q1 		$1.38M Sell
15,125
-148
-1% -$13.8K 0.19% 65
2017
Q4 		$1.44M Buy
15,273
+26
+0.2% +$2.44K 0.17% 72
2017
Q3 		$1.39M Buy
15,247
+158
+1% +$14.2K 0.18% 71
2017
Q2 		$1.34M Buy
+15,089
New +$1.34M 0.19% 68
2016
Q4 		– Sell
-14,273
Closed -$1.2M – 187
2016
Q3 		$1.2M Hold
14,273
– – 0.19% 63
2016
Q2 		$1.2M Hold
14,273
– – 0.21% 56
2016
Q1 		$1.14M Buy
+14,273
New +$1.06M 0.21% 59

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 $445B AUM 25.58% 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 $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

Brighton Jones LLC's SDY Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 22,550 shares worth $3.29M. The stake represents 0.07% of the portfolio and ranks #191 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SDY as recently as Q3 2025.

Brighton Jones LLC first reported a position in SDY in Q1 2016 and has held it in 38 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Brighton Jones LLC held 22,550 shares of State Street SPDR S&P Dividend ETF worth $3.29M as of Q1 2026.
  • State Street SPDR S&P Dividend ETF was a new Brighton Jones LLC position in Q1 2026.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Brighton Jones LLC's portfolio in Q1 2026, its #191 holding.
  • Brighton Jones LLC first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 38 quarters since.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.