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

Fiduciary 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	$488K	Buy	3,341 +55	+2%	+$8.2K	0.01%	583
2025 Q4	$457K	Sell	3,286 -2,319	-41%	-$323K	0.01%	588
2025 Q3	$785K	Sell	5,605 -549	-9%	-$76.6K	0.01%	467
2025 Q2	$835K	Buy	6,154 +710	+13%	+$94.2K	0.01%	442
2025 Q1	$739K	Sell	5,444 -11,650	-68%	-$1.57M	0.01%	457
2024 Q4	$2.26M	Buy	17,094 +155	+0.9%	+$21.6K	0.03%	245
2024 Q3	$2.41M	Sell	16,939 -239	-1%	-$32.3K	0.03%	242
2024 Q2	$2.18M	Hold	17,178	–	–	0.03%	235
2024 Q1	$2.25M	Buy	17,178 +1,225	+8%	+$154K	0.03%	232
2023 Q4	$1.99M	Sell	15,953 -275	-2%	-$32.3K	0.03%	242
2023 Q3	$1.87M	Hold	16,228	–	–	0.03%	240
2023 Q2	$1.99M	Sell	16,228 -626	-4%	-$76.5K	0.04%	233
2023 Q1	$2.09M	Sell	16,854 -115	-0.7%	-$14.5K	0.04%	226
2022 Q4	$2.12M	Buy	16,969 +1,880	+12%	+$232K	0.04%	232
2022 Q3	$1.68M	Buy	15,089 +445	+3%	+$54.8K	0.04%	252
2022 Q2	$1.74M	Hold	14,644	–	–	0.04%	255
2022 Q1	$1.88M	Buy	14,644 +660	+5%	+$83.4K	0.03%	267
2021 Q4	$1.81M	Hold	13,984	–	–	0.03%	264
2021 Q3	$1.64M	Buy	13,984 +500	+4%	+$61.2K	0.03%	264
2021 Q2	$1.65M	Buy	13,484 +11,784	+693%	+$1.46M	0.03%	264
2021 Q1	$200K	Buy	+1,700	New	+$191K	﹤0.01%	590
2020 Q3	–	Sell	-2,912	Closed	-$265K	–	558
2020 Q2	$265K	Hold	2,912	–	–	0.01%	476
2020 Q1	$233K	Hold	2,912	–	–	0.01%	451
2019 Q4	$313K	Hold	2,912	–	–	0.01%	445
2019 Q3	$299K	Buy	+2,912	New	+$294K	0.01%	445
2016 Q3	–	Sell	-2,538	Closed	-$213K	–	440
2016 Q2	$213K	Hold	2,538	–	–	0.01%	407
2016 Q1	$203K	Buy	+2,538	New	+$188K	0.01%	412

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 Trust's SDY Position: Q1 2026 in Review

Fiduciary Trust increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.7% in Q1 2026, buying an estimated $8.2K and bringing the position to 3,341 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #583.

Fiduciary Trust first reported a position in SDY in Q1 2016 and has held it in 27 quarters since. The position peaked at $2.41M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Fiduciary Trust held 3,341 shares of State Street SPDR S&P Dividend ETF worth $488K as of Q1 2026.
Fiduciary Trust bought 55 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $8.2K.
State Street SPDR S&P Dividend ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #583 holding.
Fiduciary Trust first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 27 quarters since.
Fiduciary Trust's State Street SPDR S&P Dividend ETF position peaked at $2.41M 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 Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.