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

Clark Capital Management Group’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	$537K	Buy	3,678 +382	+12%	+$56.9K	﹤0.01%	376
2025 Q4	$459K	Buy	+3,296	New	+$459K	﹤0.01%	370
2018 Q1	–	Sell	-2,460	Closed	-$232K	–	306
2017 Q4	$232K	Buy	+2,460	New	+$231K	0.01%	262
2017 Q2	–	Sell	-3,550	Closed	-$313K	–	301
2017 Q1	$313K	Hold	3,550	–	–	0.01%	257
2016 Q4	$304K	Hold	3,550	–	–	0.02%	259
2016 Q3	$299K	Hold	3,550	–	–	0.02%	269
2016 Q2	$298K	Sell	3,550 -4,200	-54%	-$341K	0.02%	262
2016 Q1	$619K	Buy	7,750 +3,718	+92%	+$275K	0.05%	202
2015 Q4	$297K	Buy	+4,032	New	+$307K	0.02%	264

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

Clark Capital Management Group's SDY Position: Q1 2026 in Review

Clark Capital Management Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q1 2026, buying an estimated $56.9K and bringing the position to 3,678 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Clark Capital Management Group first reported a position in SDY in Q4 2015 and has held it in 9 quarters since. The position peaked at $619K in Q1 2016. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Clark Capital Management Group held 3,678 shares of State Street SPDR S&P Dividend ETF worth $537K as of Q1 2026.
Clark Capital Management Group bought 382 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $56.9K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #376 holding.
Clark Capital Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 9 quarters since.
Clark Capital Management Group's State Street SPDR S&P Dividend ETF position peaked at $619K in Q1 2016.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.