Mesirow Financial Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mesirow Financial Investment Management’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	$16.7M	Sell	109,968 -297	-0.3%	-$44.2K	0.26%	87
2026 Q1	$16.1M	Buy	110,265 +19,690	+22%	+$2.93M	0.26%	92
2025 Q4	$12.6M	Sell	90,575 -12,869	-12%	-$1.79M	0.26%	84
2025 Q3	$14.5M	Buy	103,444 +1,111	+1%	+$155K	0.26%	84
2025 Q2	$13.9M	Sell	102,333 -1,771	-2%	-$235K	0.27%	85
2025 Q1	$14.1M	Buy	104,104 +1,491	+1%	+$201K	0.27%	84
2024 Q4	$13.6M	Buy	102,613 +1,525	+2%	+$213K	0.27%	82
2024 Q3	$14.4M	Buy	101,088 +1,869	+2%	+$253K	0.28%	81
2024 Q2	$12.6M	Buy	99,219 +2,603	+3%	+$335K	0.28%	86
2024 Q1	$12.7M	Buy	96,616 +9,136	+10%	+$1.15M	0.29%	84
2023 Q4	$10.9M	Buy	+87,480	New	+$10.3M	0.4%	62

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

Mesirow Financial Investment Management's SDY Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.27% in Q2 2026, selling an estimated $44.2K and leaving 109,968 shares worth $16.7M. The position accounts for 0.26% of the portfolio, ranked #87.

Mesirow Financial Investment Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Mesirow Financial Investment Management held 109,968 shares of State Street SPDR S&P Dividend ETF worth $16.7M as of Q2 2026.
Mesirow Financial Investment Management sold 297 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $44.2K.
State Street SPDR S&P Dividend ETF made up 0.26% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #87 holding.
Mesirow Financial Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.