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 Q2	$1.83K	Hold	12	–	–	﹤0.01%	540
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 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

Chilton Capital Management's SDY Position: Q2 2026 in Review

Chilton Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 12 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Chilton Capital Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $252K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Chilton Capital Management held 12 shares of State Street SPDR S&P Dividend ETF worth $1.83K as of Q2 2026.
Chilton Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #540 holding.
Chilton Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Chilton Capital Management's State Street SPDR S&P Dividend ETF position peaked at $252K in Q3 2025.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.