Greenwich Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Greenwich Wealth Management’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 Q2	$480K	Buy	3,151 +375	+14%	+$55.9K	0.02%	209
2026 Q1	$405K	Sell	2,776 -15	-0.5%	-$2.23K	0.02%	215
2025 Q4	$388K	Hold	2,791	–	–	0.02%	217
2025 Q3	$391K	Buy	2,791 +270	+11%	+$37.7K	0.02%	212
2025 Q2	$342K	Buy	2,521 +175	+7%	+$23.2K	0.02%	204
2025 Q1	$318K	Sell	2,346 -41	-2%	-$5.51K	0.02%	197
2024 Q4	$315K	Buy	2,387 +41	+2%	+$5.73K	0.02%	198
2024 Q3	$333K	Buy	2,346 +330	+16%	+$44.6K	0.02%	194
2024 Q2	$256K	Buy	2,016 +25	+1%	+$3.22K	0.02%	207
2024 Q1	$261K	Sell	1,991 -268	-12%	-$33.6K	0.02%	201
2023 Q4	$282K	Buy	2,259 +362	+19%	+$42.5K	0.03%	188
2023 Q3	$218K	Buy	+1,897	New	+$232K	0.02%	202
2023 Q2	–	Sell	-1,627	Closed	-$201K	–	243
2023 Q1	$201K	Buy	1,627 +27	+2%	+$3.4K	0.02%	213
2022 Q4	$200K	Buy	+1,600	New	+$198K	0.02%	216
2022 Q1	–	Sell	-1,954	Closed	-$252K	–	249
2021 Q4	$252K	Buy	1,954 +2	+0.1%	+$249	0.02%	207
2021 Q3	$229K	Buy	+1,952	New	+$239K	0.02%	214
2017 Q1	–	Sell	-10,311	Closed	-$882K	–	206
2016 Q4	$882K	Buy	10,311 +229	+2%	+$19.2K	0.11%	97
2016 Q3	$851K	Buy	10,082 +84	+0.8%	+$7.16K	0.15%	95
2016 Q2	$839K	Buy	9,998 +88	+0.9%	+$7.15K	0.2%	94
2016 Q1	$792K	Buy	+9,910	New	+$734K	0.2%	95

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Greenwich Wealth Management's SDY Position: Q2 2026 in Review

Greenwich Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 14% in Q2 2026, buying an estimated $55.9K and bringing the position to 3,151 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #209.

Greenwich Wealth Management first reported a position in SDY in Q1 2016 and has held it in 20 quarters since. The position peaked at $882K in Q4 2016. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Greenwich Wealth Management held 3,151 shares of State Street SPDR S&P Dividend ETF worth $480K as of Q2 2026.
Greenwich Wealth Management bought 375 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $55.9K.
State Street SPDR S&P Dividend ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #209 holding.
Greenwich Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 20 quarters since.
Greenwich Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $882K in Q4 2016.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.