Fiduciary Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fiduciary Group’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	$255K	Sell	1,748 -150	-8%	-$22.4K	0.02%	274
2025 Q4	$264K	Hold	1,898	–	–	0.02%	266
2025 Q3	$266K	Buy	1,898 +160	+9%	+$22.3K	0.02%	261
2025 Q2	$236K	Hold	1,738	–	–	0.02%	265
2025 Q1	$236K	Hold	1,738	–	–	0.02%	259
2024 Q4	$230K	Hold	1,738	–	–	0.02%	256
2024 Q3	$247K	Hold	1,738	–	–	0.03%	250
2024 Q2	$221K	Hold	1,738	–	–	0.02%	255
2024 Q1	$228K	Buy	+1,738	New	+$218K	0.02%	250
2023 Q3	–	Sell	-2,181	Closed	-$267K	–	244
2023 Q2	$267K	Sell	2,181 -8	-0.4%	-$977	0.03%	216
2023 Q1	$271K	Buy	+2,189	New	+$275K	0.04%	211

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

Fiduciary Group's SDY Position: Q1 2026 in Review

Fiduciary Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.9% in Q1 2026, selling an estimated $22.4K and leaving 1,748 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #274.

Fiduciary Group first reported a position in SDY in Q1 2023 and has held it in 11 quarters since. The position peaked at $271K in Q1 2023. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Fiduciary Group held 1,748 shares of State Street SPDR S&P Dividend ETF worth $255K as of Q1 2026.
Fiduciary Group sold 150 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $22.4K.
State Street SPDR S&P Dividend ETF made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #274 holding.
Fiduciary Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 11 quarters since.
Fiduciary Group's State Street SPDR S&P Dividend ETF position peaked at $271K in Q1 2023.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.