Kayne Anderson Rudnick Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kayne Anderson Rudnick Investment 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	$1.12M	Buy	7,372 +7,198	+4,137%	+$1.07M	﹤0.01%	396
2026 Q1	$25.4K	Hold	174	–	–	﹤0.01%	635
2025 Q4	$24.2K	Hold	174	–	–	﹤0.01%	650
2025 Q3	$24.4K	Hold	174	–	–	﹤0.01%	657
2025 Q2	$23.6K	Hold	174	–	–	﹤0.01%	664
2025 Q1	$23.6K	Buy	+174	New	+$23.4K	﹤0.01%	641
2020 Q1	–	Sell	-320	Closed	-$34K	–	669
2019 Q4	$34K	Buy	320 +3	+0.9%	+$315	﹤0.01%	393
2019 Q3	$33K	Buy	317 +2	+0.6%	+$202	﹤0.01%	380
2019 Q2	$32K	Buy	+315	New	+$31.5K	﹤0.01%	379

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

Kayne Anderson Rudnick Investment Management's SDY Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4,137% in Q2 2026, buying an estimated $1.07M and bringing the position to 7,372 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Kayne Anderson Rudnick Investment Management first reported a position in SDY in Q2 2019 and has held it in 9 quarters since. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 7,372 shares of State Street SPDR S&P Dividend ETF worth $1.12M as of Q2 2026.
Kayne Anderson Rudnick Investment Management bought 7,198 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.07M.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #396 holding.
Kayne Anderson Rudnick Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 9 quarters since.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.