Cetera Trust Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cetera Trust Company’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	$60.4K	Hold	414	–	–	0.03%	214
2025 Q4	$57.6K	Hold	414	–	–	0.03%	214
2025 Q3	$58K	Hold	414	–	–	0.03%	221
2025 Q2	$56.2K	Hold	414	–	–	0.03%	221
2025 Q1	$56.2K	Hold	414	–	–	0.04%	221
2024 Q4	$54.7K	Hold	414	–	–	0.04%	219
2024 Q3	$58.8K	Hold	414	–	–	0.04%	227
2024 Q2	$52.7K	Hold	414	–	–	0.03%	226
2024 Q1	$54.3K	Hold	414	–	–	0.03%	224
2023 Q4	$51.7K	Buy	+414	New	+$48.6K	0.03%	224

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

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

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

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

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

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

Cetera Trust Company's SDY Position: Q1 2026 in Review

Cetera Trust Company held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 414 shares worth $60.4K. The position accounts for 0.03% of the portfolio, ranked #214.

Cetera Trust Company first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Cetera Trust Company held 414 shares of State Street SPDR S&P Dividend ETF worth $60.4K as of Q1 2026.
Cetera Trust Company left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Cetera Trust Company's portfolio in Q1 2026, its #214 holding.
Cetera Trust Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.