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Equitable Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Equitable Trust’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 		$449K Hold
3,078
– – 0.02% 341
2025
Q4 		$428K Hold
3,078
– – 0.02% 336
2025
Q3 		$431K Hold
3,078
– – 0.02% 342
2025
Q2 		$418K Sell
3,078
-850
-22% -$113K 0.02% 337
2025
Q1 		$533K Hold
3,928
– – 0.03% 299
2024
Q4 		$519K Buy
+3,928
New +$549K 0.03% 313

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Trust's SDY Position: Q1 2026 in Review

Equitable Trust held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 3,078 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #341.

Equitable Trust first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $533K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Equitable Trust held 3,078 shares of State Street SPDR S&P Dividend ETF worth $449K as of Q1 2026.
  • Equitable Trust left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #341 holding.
  • Equitable Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • Equitable Trust's State Street SPDR S&P Dividend ETF position peaked at $533K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.