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David Shaw’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

David Shaw’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 		– Sell
-6,116
Closed -$851K – 4996
2025
Q4 		$851K Buy
+6,116
New +$851K ﹤0.01% 3637
2025
Q3 		– Sell
-3,399
Closed -$461K – 4884
2025
Q2 		$461K Buy
3,399
+728
+27% +$96.5K ﹤0.01% 3678
2025
Q1 		$362K Sell
2,671
-12,545
-82% -$1.69M ﹤0.01% 3673
2024
Q4 		$2.01M Buy
+15,216
New +$2.12M ﹤0.01% 2735

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

David Shaw's SDY Position: Q1 2026 in Review

David Shaw sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 6,116 shares — an estimated $851K sold.

David Shaw first reported a position in SDY in Q4 2024 and held it in 4 quarters. The position peaked at $2.01M in Q4 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • David Shaw reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • David Shaw sold 6,116 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $851K.
  • David Shaw first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 4 quarters.
  • David Shaw's State Street SPDR S&P Dividend ETF position peaked at $2.01M in Q4 2024.
  • 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.