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 Q2	$63K	Hold	414	–	–	0.03%	218
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 $1.55T 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

Cetera Trust Company's SDY Position: Q2 2026 in Review

Cetera Trust Company held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 414 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #218.

Cetera Trust Company first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cetera Trust Company held 414 shares of State Street SPDR S&P Dividend ETF worth $63K as of Q2 2026.
Cetera Trust Company left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Cetera Trust Company's portfolio in Q2 2026, its #218 holding.
Cetera Trust Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.