Laird Norton Wetherby Trust Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Laird Norton Wetherby Trust Company’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	$730K	Hold	4,797	–	–	0.01%	601
2026 Q1	$700K	Buy	4,797 +285	+6%	+$42.5K	0.02%	584
2025 Q4	$628K	Buy	+4,512	New	+$628K	0.01%	636

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

Laird Norton Wetherby Trust Company's SDY Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,797 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #601.

Laird Norton Wetherby Trust Company first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Laird Norton Wetherby Trust Company held 4,797 shares of State Street SPDR S&P Dividend ETF worth $730K as of Q2 2026.
Laird Norton Wetherby Trust Company 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 Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #601 holding.
Laird Norton Wetherby Trust Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.