Camelot Portfolios’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Camelot Portfolios’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	–	Sell	-20	Closed	-$2.78K	–	477
2025 Q4	$2.78K	Buy	+20	New	+$2.78K	﹤0.01%	515
2024 Q3	–	Sell	-44	Closed	-$5.6K	–	486
2024 Q2	$5.6K	Buy	+44	New	+$5.67K	﹤0.01%	462
2024 Q1	–	Sell	-1,694	Closed	-$212K	–	198
2023 Q4	$212K	Buy	+1,694	New	+$199K	0.13%	184
2023 Q3	–	Sell	-1,879	Closed	-$230K	–	189
2023 Q2	$230K	Buy	1,879 +171	+10%	+$20.9K	0.14%	162
2023 Q1	$211K	Sell	1,708 -757	-31%	-$95.2K	0.15%	155
2022 Q4	$308K	Buy	+2,465	New	+$304K	0.23%	121
2022 Q3	–	Sell	-2,617	Closed	-$311K	–	206
2022 Q2	$311K	Buy	2,617 +1,014	+63%	+$126K	0.19%	149
2022 Q1	$205K	Buy	+1,603	New	+$203K	0.1%	214

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Camelot Portfolios's SDY Position: Q1 2026 in Review

Camelot Portfolios sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 20 shares — an estimated $2.78K sold.

Camelot Portfolios first reported a position in SDY in Q1 2022 and held it in 8 quarters. The position peaked at $311K in Q2 2022. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Camelot Portfolios reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 20 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.78K.
Camelot Portfolios first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 8 quarters.
Camelot Portfolios's State Street SPDR S&P Dividend ETF position peaked at $311K in Q2 2022.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.