Matthew Hamilton Rosenberg’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Matthew Hamilton Rosenberg’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	$42.3K	Hold	278	–	–	0.01%	456
2026 Q1	$40.6K	Hold	278	–	–	0.01%	451
2025 Q4	$38.7K	Hold	278	–	–	0.01%	458
2025 Q3	$38.9K	Hold	278	–	–	0.01%	456
2025 Q2	$37.7K	Hold	278	–	–	0.01%	480
2025 Q1	$37.7K	Hold	278	–	–	0.01%	468
2024 Q4	$36.7K	Hold	278	–	–	0.01%	464
2024 Q3	$39.5K	Hold	278	–	–	0.01%	462
2024 Q2	$35K	Hold	278	–	–	0.01%	470
2024 Q1	$36.3K	Sell	278 -155	-36%	-$19.4K	0.01%	469
2023 Q4	$54.1K	Hold	433	–	–	0.02%	417
2023 Q3	$49.8K	Hold	433	–	–	0.02%	421
2023 Q2	$53.1K	Hold	433	–	–	0.02%	421
2023 Q1	$53.6K	Hold	433	–	–	0.02%	448
2022 Q4	$54.2K	Hold	433	–	–	0.02%	439
2022 Q3	$48K	Hold	433	–	–	0.02%	449
2022 Q2	$52K	Buy	433 +278	+179%	+$34.7K	0.02%	446
2022 Q1	$20K	Buy	+155	New	+$19.6K	0.01%	562

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

Matthew Hamilton Rosenberg's SDY Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 278 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #456.

Matthew Hamilton Rosenberg first reported a position in SDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $54.2K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Matthew Hamilton Rosenberg held 278 shares of State Street SPDR S&P Dividend ETF worth $42.3K as of Q2 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #456 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR S&P Dividend ETF position peaked at $54.2K in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.