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Clarius Group LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clarius Group LLC’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
2025
Q4 		$349K Hold
2,509
– – 0.02% 258
2025
Q3 		$351K Hold
2,509
– – 0.02% 263
2025
Q2 		$341K Hold
2,509
– – 0.02% 326
2025
Q1 		$340K Hold
2,509
– – 0.02% 317
2024
Q4 		$331K Hold
2,509
– – 0.02% 290
2024
Q3 		$356K Buy
+2,509
New +$339K 0.03% 279

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarius Group LLC's SDY Position: Q4 2025 in Review

Clarius Group LLC held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2025 at 2,509 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #258.

Clarius Group LLC first reported a position in SDY in Q3 2024 and has held it in 6 quarters since. The position peaked at $356K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

  • Clarius Group LLC held 2,509 shares of State Street SPDR S&P Dividend ETF worth $349K as of Q4 2025.
  • Clarius Group LLC left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2025.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #258 holding.
  • Clarius Group LLC first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 6 quarters since.
  • Clarius Group LLC's State Street SPDR S&P Dividend ETF position peaked at $356K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.