First Manhattan’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First Manhattan’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	$348K	Buy	2,386 +115	+5%	+$17.1K	﹤0.01%	633
2025 Q4	$316K	Buy	2,271 +800	+54%	+$111K	﹤0.01%	637
2025 Q3	$206K	Buy	+1,471	New	+$205K	﹤0.01%	682
2024 Q2	–	Sell	-1,485	Closed	-$195K	–	1187
2024 Q1	$195K	Sell	1,485 -156	-10%	-$19.6K	﹤0.01%	660
2023 Q4	$205K	Sell	1,641 -1	-0.1%	-$117	﹤0.01%	644
2023 Q3	$189K	Buy	1,642 +158	+11%	+$19.3K	﹤0.01%	666
2023 Q2	$182K	Buy	1,484 +157	+12%	+$19.2K	﹤0.01%	675
2023 Q1	$164K	Hold	1,327	–	–	﹤0.01%	721
2022 Q4	$166K	Hold	1,327	–	–	﹤0.01%	731
2022 Q3	$147K	Hold	1,327	–	–	﹤0.01%	744
2022 Q2	$157K	Hold	1,327	–	–	﹤0.01%	755
2022 Q1	$170K	Hold	1,327	–	–	﹤0.01%	794
2021 Q4	$171K	Hold	1,327	–	–	﹤0.01%	779
2021 Q3	$155K	Hold	1,327	–	–	﹤0.01%	787
2021 Q2	$162K	Hold	1,327	–	–	﹤0.01%	773
2021 Q1	$156K	Hold	1,327	–	–	﹤0.01%	750
2020 Q4	$140K	Hold	1,327	–	–	﹤0.01%	734
2020 Q3	$122K	Hold	1,327	–	–	﹤0.01%	740
2020 Q2	$121K	Sell	1,327 -207	-13%	-$18.2K	﹤0.01%	735
2020 Q1	$122K	Buy	1,534 +50	+3%	+$4.93K	﹤0.01%	694
2019 Q4	$159K	Hold	1,484	–	–	﹤0.01%	723
2019 Q3	$152K	Hold	1,484	–	–	﹤0.01%	738
2019 Q2	$149K	Buy	1,484 +1	+0.1%	+$100	﹤0.01%	757
2019 Q1	$147K	Buy	1,483 +1,326	+845%	+$127K	﹤0.01%	766
2018 Q4	$14K	Hold	157	–	–	﹤0.01%	1123
2018 Q3	$15K	Hold	157	–	–	﹤0.01%	1170
2018 Q2	$14K	Buy	157 +1	+0.6%	+$92	﹤0.01%	1150
2018 Q1	$14K	Buy	156 +34	+28%	+$3.18K	﹤0.01%	1146
2017 Q4	$11K	Hold	122	–	–	﹤0.01%	1238
2017 Q3	$11K	Hold	122	–	–	﹤0.01%	1211
2017 Q2	$10K	Sell	122 -415	-77%	-$36.8K	﹤0.01%	1175
2017 Q1	$47K	Buy	537 +415	+340%	+$36.3K	﹤0.01%	954
2016 Q4	$10K	Buy	122 +1	+0.8%	+$84	﹤0.01%	1171
2016 Q3	$10K	Sell	121 -1	-0.8%	-$85	﹤0.01%	1187
2016 Q2	$10K	Hold	122	–	–	﹤0.01%	1219
2016 Q1	$9K	Buy	+122	New	+$9.04K	﹤0.01%	1187
2015 Q1	–	Sell	-80	Closed	-$6K	–	1508
2014 Q4	$6K	Hold	80	–	–	﹤0.01%	1310
2014 Q3	$5K	Hold	80	–	–	﹤0.01%	1303
2014 Q2	$6K	Hold	80	–	–	﹤0.01%	1256
2014 Q1	$5K	Hold	80	–	–	﹤0.01%	1263
2013 Q4	$5K	Hold	80	–	–	﹤0.01%	1241
2013 Q3	$5K	Hold	80	–	–	﹤0.01%	1240
2013 Q2	$5K	Buy	+80	New	+$5.39K	﹤0.01%	1234

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

First Manhattan's SDY Position: Q1 2026 in Review

First Manhattan increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.1% in Q1 2026, buying an estimated $17.1K and bringing the position to 2,386 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

First Manhattan first reported a position in SDY in Q2 2013 and has held it in 43 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

First Manhattan held 2,386 shares of State Street SPDR S&P Dividend ETF worth $348K as of Q1 2026.
First Manhattan bought 115 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $17.1K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #633 holding.
First Manhattan first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 43 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.