Foster Dykema Cabot & Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Foster Dykema Cabot & Partners’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	$16.6K	Buy	114 +1	+0.9%	+$149	﹤0.01%	239
2025 Q4	$15.7K	Sell	113 -14	-11%	-$1.95K	﹤0.01%	253
2025 Q3	$17.8K	Buy	127 +1	+0.8%	+$139	﹤0.01%	310
2025 Q2	$17.2K	Hold	126	–	–	﹤0.01%	262
2025 Q1	$17K	Buy	126 +1	+0.8%	+$134	﹤0.01%	258
2024 Q4	$16.5K	Buy	125 +1	+0.8%	+$140	﹤0.01%	275
2024 Q3	$17.6K	Buy	124 +1	+0.8%	+$135	﹤0.01%	327
2024 Q2	$15.7K	Buy	123 +1	+0.8%	+$129	﹤0.01%	244
2024 Q1	$16.1K	Hold	122	–	–	﹤0.01%	244
2023 Q4	$15.2K	Buy	+122	New	+$14.3K	﹤0.01%	202

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

Foster Dykema Cabot & Partners's SDY Position: Q1 2026 in Review

Foster Dykema Cabot & Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.88% in Q1 2026, buying an estimated $149 and bringing the position to 114 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Foster Dykema Cabot & Partners first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.8K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Foster Dykema Cabot & Partners held 114 shares of State Street SPDR S&P Dividend ETF worth $16.6K as of Q1 2026.
Foster Dykema Cabot & Partners bought 1 State Street SPDR S&P Dividend ETF share in Q1 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #239 holding.
Foster Dykema Cabot & Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's State Street SPDR S&P Dividend ETF position peaked at $17.8K in Q3 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.