Brown, Lisle/Cummings’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Brown, Lisle/Cummings’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	$26K	Hold	171	–	–	0.01%	469
2026 Q1	$25K	Hold	171	–	–	0.01%	443
2025 Q4	$23.8K	Hold	171	–	–	0.01%	413
2025 Q3	$23.9K	Hold	171	–	–	0.01%	412
2025 Q2	$23.2K	Hold	171	–	–	0.01%	409
2025 Q1	$23.2K	Hold	171	–	–	0.01%	401
2024 Q4	$22.6K	Hold	171	–	–	0.01%	401
2024 Q3	$24.3K	Buy	+171	New	+$23.1K	0.01%	372

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

Brown, Lisle/Cummings's SDY Position: Q2 2026 in Review

Brown, Lisle/Cummings held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 171 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #469.

Brown, Lisle/Cummings first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Brown, Lisle/Cummings held 171 shares of State Street SPDR S&P Dividend ETF worth $26K as of Q2 2026.
Brown, Lisle/Cummings left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #469 holding.
Brown, Lisle/Cummings first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.