DDD Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

DDD Partners’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	$575K	Buy	+3,938	New	+$587K	0.04%	88

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

DDD Partners's SDY Position: Q1 2026 in Review

DDD Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 3,938 shares worth $575K. The stake represents 0.04% of the portfolio and ranks #88 among its holdings.

1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

DDD Partners held 3,938 shares of State Street SPDR S&P Dividend ETF worth $575K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new DDD Partners position in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of DDD Partners's portfolio in Q1 2026, its #88 holding.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.