Dunhill Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Dunhill Financial’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	$12.7K	Hold	86	–	–	﹤0.01%	503
2025 Q4	$12K	Hold	86	–	–	﹤0.01%	474
2025 Q3	$12K	Buy	86 +1	+1%	+$139	﹤0.01%	440
2025 Q2	$11.6K	Hold	85	–	–	﹤0.01%	419
2025 Q1	$11.5K	Buy	85 +1	+1%	+$134	0.01%	387
2024 Q4	$11.1K	Sell	84 -900	-91%	-$126K	0.01%	356
2024 Q3	$140K	Buy	984 +1	+0.1%	+$135	0.07%	100
2024 Q2	$125K	Buy	983 +901	+1,099%	+$116K	0.08%	94
2024 Q1	$10.8K	Hold	82	–	–	0.01%	227
2023 Q4	$10.3K	Buy	+82	New	+$9.63K	0.01%	207

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

Dunhill Financial's SDY Position: Q1 2026 in Review

Dunhill Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 86 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Dunhill Financial first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $140K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Dunhill Financial held 86 shares of State Street SPDR S&P Dividend ETF worth $12.7K as of Q1 2026.
Dunhill Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #503 holding.
Dunhill Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's State Street SPDR S&P Dividend ETF position peaked at $140K in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.