HM Payson & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HM Payson & Co’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	$344K	Hold	2,261	–	–	﹤0.01%	348
2026 Q1	$330K	Hold	2,261	–	–	﹤0.01%	357
2025 Q4	$315K	Hold	2,261	–	–	﹤0.01%	357
2025 Q3	$317K	Hold	2,261	–	–	﹤0.01%	359
2025 Q2	$307K	Hold	2,261	–	–	﹤0.01%	350
2025 Q1	$307K	Hold	2,261	–	–	0.01%	347
2024 Q4	$299K	Hold	2,261	–	–	0.01%	354
2024 Q3	$321K	Hold	2,261	–	–	0.01%	342
2024 Q2	$288K	Hold	2,261	–	–	0.01%	350
2024 Q1	$297K	Sell	2,261 -115	-5%	-$14.4K	0.01%	342
2023 Q4	$297K	Sell	2,376 -1,986	-46%	-$233K	0.01%	330
2023 Q3	$502K	Buy	4,362 +3,312	+315%	+$404K	0.01%	261
2023 Q2	$129K	Hold	1,050	–	–	﹤0.01%	437
2023 Q1	$130K	Hold	1,050	–	–	﹤0.01%	436
2022 Q4	$131K	Hold	1,050	–	–	﹤0.01%	429
2022 Q3	$117K	Buy	1,050 +300	+40%	+$37K	﹤0.01%	446
2022 Q2	$89K	Hold	750	–	–	﹤0.01%	486
2022 Q1	$96K	Hold	750	–	–	﹤0.01%	502
2021 Q4	$97K	Hold	750	–	–	﹤0.01%	501
2021 Q3	$88K	Hold	750	–	–	﹤0.01%	503
2021 Q2	$92K	Sell	750 -5,659	-88%	-$699K	﹤0.01%	490
2021 Q1	$756K	Hold	6,409	–	–	0.02%	229
2020 Q4	$679K	Hold	6,409	–	–	0.02%	241
2020 Q3	$592K	Buy	6,409 +5,659	+755%	+$534K	0.02%	238
2020 Q2	$68K	Buy	+750	New	+$65.9K	﹤0.01%	482
2020 Q1	–	Sell	-685	Closed	-$74K	–	970
2019 Q4	$74K	Hold	685	–	–	﹤0.01%	519
2019 Q3	$70K	Hold	685	–	–	﹤0.01%	539
2019 Q2	$69K	Buy	+685	New	+$68.5K	﹤0.01%	538

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

HM Payson & Co's SDY Position: Q2 2026 in Review

HM Payson & Co held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,261 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

HM Payson & Co first reported a position in SDY in Q2 2019 and has held it in 28 quarters since. The position peaked at $756K in Q1 2021. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

HM Payson & Co held 2,261 shares of State Street SPDR S&P Dividend ETF worth $344K as of Q2 2026.
HM Payson & Co left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #348 holding.
HM Payson & Co first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 28 quarters since.
HM Payson & Co's State Street SPDR S&P Dividend ETF position peaked at $756K in Q1 2021.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.