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Chilton Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Chilton Capital Management’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 		$1.75K Hold
12
– – ﹤0.01% 608
2025
Q4 		$1.67K Sell
12
-1,790
-99% -$249K ﹤0.01% 553
2025
Q3 		$252K Buy
1,802
+1,699
+1,650% +$237K 0.01% 213
2025
Q2 		$14K Buy
103
+79
+329% +$10.5K ﹤0.01% 437
2025
Q1 		$3.26K Sell
24
-24
-50% -$3.23K ﹤0.01% 496
2024
Q4 		$6.34K Sell
48
-221
-82% -$30.9K ﹤0.01% 479
2024
Q3 		$38.2K Buy
269
+221
+460% +$29.9K ﹤0.01% 373
2024
Q2 		$6.11K Hold
48
– – ﹤0.01% 513
2024
Q1 		$6.3K Sell
48
-475
-91% -$59.6K ﹤0.01% 500
2023
Q4 		$65.4K Buy
+523
New +$61.4K ﹤0.01% 333

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return