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 Q2	$666K	Buy	4,374 +696	+19%	+$104K	﹤0.01%	365
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 $1.55T 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

Clark Capital Management Group's SDY Position: Q2 2026 in Review

Clark Capital Management Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 19% in Q2 2026, buying an estimated $104K and bringing the position to 4,374 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Clark Capital Management Group first reported a position in SDY in Q4 2015 and has held it in 10 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Clark Capital Management Group held 4,374 shares of State Street SPDR S&P Dividend ETF worth $666K as of Q2 2026.
Clark Capital Management Group bought 696 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $104K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #365 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 10 quarters since.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.