Kitching Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kitching 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 Q2	$10.1M	Buy	66,213 +1,008	+2%	+$150K	8.66%	4
2026 Q1	$9.52M	Buy	65,205 +4,120	+7%	+$614K	8.76%	5
2025 Q4	$8.5M	Sell	61,085 -15,042	-20%	-$2.09M	7.76%	5
2025 Q3	$10.7M	Buy	76,127 +1,858	+3%	+$259K	10.07%	3
2025 Q2	$10.1M	Buy	74,269 +2,435	+3%	+$323K	10.23%	4
2025 Q1	$9.75M	Buy	71,834 +7,498	+12%	+$1.01M	11.21%	2
2024 Q4	$8.5M	Buy	64,336 +3,781	+6%	+$528K	10.87%	4
2024 Q3	$8.6M	Buy	60,555 +9,917	+20%	+$1.34M	11.52%	4
2024 Q2	$6.44M	Buy	50,638 +164	+0.3%	+$21.1K	11.72%	4
2024 Q1	$6.62M	Buy	50,474 +648	+1%	+$81.3K	12.58%	4
2023 Q4	$6.23M	Buy	+49,826	New	+$5.85M	12.52%	4

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

Kitching Partners's SDY Position: Q2 2026 in Review

Kitching Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q2 2026, buying an estimated $150K and bringing the position to 66,213 shares worth $10.1M. The position accounts for 8.66% of the portfolio, ranked #4.

Kitching Partners first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q3 2025. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kitching Partners held 66,213 shares of State Street SPDR S&P Dividend ETF worth $10.1M as of Q2 2026.
Kitching Partners bought 1,008 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $150K.
State Street SPDR S&P Dividend ETF made up 8.66% of Kitching Partners's portfolio in Q2 2026, its #4 holding.
Kitching Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Kitching Partners's State Street SPDR S&P Dividend ETF position peaked at $10.7M in Q3 2025.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kitching Partners's 13F filing for Q2 2026, filed 30 Jul 2026.