Cadence Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cadence Bank’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
2025 Q4	$1.84M	Buy	13,187 +1,887	+17%	+$263K	0.11%	125
2025 Q3	$1.58M	Sell	11,300 -883	-7%	-$123K	0.1%	136
2025 Q2	$1.65M	Sell	12,183 -45	-0.4%	-$5.97K	0.11%	132
2025 Q1	$1.66M	Sell	12,228 -2,366	-16%	-$318K	0.12%	124
2024 Q4	$1.93M	Sell	14,594 -771	-5%	-$108K	0.13%	116
2024 Q3	$2.18M	Sell	15,365 -9	-0.1%	-$1.22K	0.15%	107
2024 Q2	$1.96M	Sell	15,374 -1,492	-9%	-$192K	0.15%	104
2024 Q1	$2.21M	Sell	16,866 -8	-0%	-$1K	0.16%	107
2023 Q4	$2.11M	Sell	16,874 -3,139	-16%	-$369K	0.17%	104
2023 Q3	$2.3M	Sell	20,013 -229	-1%	-$28K	0.2%	94
2023 Q2	$2.48M	Sell	20,242 -45	-0.2%	-$5.5K	0.22%	90
2023 Q1	$2.51M	Sell	20,287 -521	-3%	-$65.5K	0.23%	89
2022 Q4	$2.6M	Buy	20,808 +151	+0.7%	+$18.6K	0.24%	89
2022 Q3	$2.3M	Buy	+20,657	New	+$2.54M	0.24%	90
2020 Q1	–	Sell	-2,358	Closed	-$254K	–	205
2019 Q4	$254K	Hold	2,358	–	–	0.05%	176
2019 Q3	$242K	Hold	2,358	–	–	0.02%	196
2019 Q2	$238K	Hold	2,358	–	–	0.02%	195
2019 Q1	$234K	Hold	2,358	–	–	0.02%	214
2018 Q4	$211K	Hold	2,358	–	–	0.02%	217
2018 Q3	$231K	Hold	2,358	–	–	0.02%	228
2018 Q2	$219K	Hold	2,358	–	–	0.02%	225
2018 Q1	$215K	Hold	2,358	–	–	0.02%	232
2017 Q4	$223K	Buy	+2,358	New	+$221K	0.02%	232

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cadence Bank's SDY Position: Q4 2025 in Review

Cadence Bank increased its State Street SPDR S&P Dividend ETF (SDY) stake by 17% in Q4 2025, buying an estimated $263K and bringing the position to 13,187 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #125.

Cadence Bank first reported a position in SDY in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.6M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Cadence Bank held 13,187 shares of State Street SPDR S&P Dividend ETF worth $1.84M as of Q4 2025.
Cadence Bank bought 1,887 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $263K.
State Street SPDR S&P Dividend ETF made up 0.11% of Cadence Bank's portfolio in Q4 2025, its #125 holding.
Cadence Bank first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 23 quarters since.
Cadence Bank's State Street SPDR S&P Dividend ETF position peaked at $2.6M in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.