Envestnet Portfolio Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Envestnet Portfolio Solutions’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	-11,516	Closed	-$1.6M	–	1480
2025 Q4	$1.6M	Buy	11,516 +351	+3%	+$48.8K	0.01%	601
2025 Q3	$1.56M	Sell	11,165 -1,638	-13%	-$228K	0.01%	590
2025 Q2	$1.74M	Sell	12,803 -21,996	-63%	-$2.92M	0.01%	605
2025 Q1	$4.72M	Sell	34,799 -4,340	-11%	-$584K	0.02%	378
2024 Q4	$5.17M	Buy	39,139 +510	+1%	+$71.2K	0.02%	387
2024 Q3	$5.49M	Sell	38,629 -2,456	-6%	-$332K	0.02%	369
2024 Q2	$5.23M	Sell	41,085 -3,807	-8%	-$490K	0.02%	360
2024 Q1	$5.89M	Buy	44,892 +9,055	+25%	+$1.14M	0.02%	338
2023 Q4	$4.48M	Buy	35,837 +1,776	+5%	+$208K	0.02%	352
2023 Q3	$3.92M	Buy	+34,061	New	+$4.16M	0.02%	369

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Envestnet Portfolio Solutions's SDY Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 11,516 shares — an estimated $1.6M sold.

Envestnet Portfolio Solutions first reported a position in SDY in Q3 2023 and held it in 10 quarters. The position peaked at $5.89M in Q1 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,516 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.6M.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's State Street SPDR S&P Dividend ETF position peaked at $5.89M in Q1 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.