Mechanics Financial Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mechanics Financial Corp’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 Q1	$146K	Hold	1,000	–	–	0.06%	128
2025 Q4	$139K	Hold	1,000	–	–	0.05%	127
2025 Q3	$140K	Hold	1,000	–	–	0.05%	124
2025 Q2	$136K	Hold	1,000	–	–	0.06%	125
2025 Q1	$136K	Hold	1,000	–	–	0.06%	129
2024 Q4	$132K	Buy	+1,000	New	+$140K	0.06%	125

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mechanics Financial Corp's SDY Position: Q1 2026 in Review

Mechanics Financial Corp held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,000 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #128.

Mechanics Financial Corp first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Mechanics Financial Corp held 1,000 shares of State Street SPDR S&P Dividend ETF worth $146K as of Q1 2026.
Mechanics Financial Corp left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Mechanics Financial Corp's portfolio in Q1 2026, its #128 holding.
Mechanics Financial Corp first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.