Madison Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Madison Investment Advisors’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
2024 Q4	$2.09M	Buy	+15,793	New	+$2.21M	0.02%	240

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

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

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

JIC

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

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

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

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

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

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

Madison Investment Advisors's SDY Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2024: 15,793 shares worth $2.09M. The stake represents 0.02% of the portfolio and ranks #240 among its holdings.

1,194 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Madison Investment Advisors held 15,793 shares of State Street SPDR S&P Dividend ETF worth $2.09M as of Q4 2024.
State Street SPDR S&P Dividend ETF was a new Madison Investment Advisors position in Q4 2024.
State Street SPDR S&P Dividend ETF made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #240 holding.
1,194 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.