MML Investors Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MML Investors Services’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	$51.4M	Sell	351,909 -54,812	-13%	-$8.17M	0.14%	145
2025 Q4	$56.6M	Buy	406,721 +971	+0.2%	+$135K	0.14%	147
2025 Q3	$56.8M	Sell	405,750 -10,732	-3%	-$1.5M	0.15%	135
2025 Q2	$56.5M	Buy	416,482 +8,633	+2%	+$1.14M	0.16%	133
2025 Q1	$55.3M	Sell	407,849 -12,288	-3%	-$1.65M	0.18%	112
2024 Q4	$55.5M	Buy	420,137 +6,507	+2%	+$909K	0.19%	109
2024 Q3	$58.8M	Sell	413,630 -23,966	-5%	-$3.24M	0.21%	98
2024 Q2	$55.7M	Sell	437,596 -17,053	-4%	-$2.2M	0.22%	95
2024 Q1	$59.7M	Sell	454,649 -2,005	-0.4%	-$252K	0.25%	83
2023 Q4	$57.1M	Buy	456,654 +23,653	+5%	+$2.78M	0.26%	76
2023 Q3	$49.8M	Sell	433,001 -40,548	-9%	-$4.95M	0.28%	69
2023 Q2	$58M	Sell	473,549 -155,000	-25%	-$18.9M	0.32%	58
2023 Q1	$77.8M	Sell	628,549 -42,016	-6%	-$5.29M	0.55%	30
2022 Q4	$83.9M	Buy	670,565 +19,111	+3%	+$2.36M	0.55%	27
2022 Q3	$72.6M	Buy	651,454 +8,418	+1%	+$1.04M	0.55%	23
2022 Q2	$76.3M	Buy	643,036 +67,798	+12%	+$8.45M	0.58%	24
2022 Q1	$73.7M	Buy	575,238 +49,058	+9%	+$6.2M	0.52%	28
2021 Q4	$67.9M	Buy	526,180 +38,795	+8%	+$4.83M	0.49%	37
2021 Q3	$57.3M	Buy	487,385 +14,370	+3%	+$1.76M	0.46%	37
2021 Q2	$57.8M	Buy	473,015 +34,229	+8%	+$4.23M	0.49%	38
2021 Q1	$51.8M	Buy	438,786 +18,809	+4%	+$2.11M	0.5%	40
2020 Q4	$44.5M	Sell	419,977 -42,010	-9%	-$4.25M	0.48%	42
2020 Q3	$42.7M	Buy	461,987 +7	+0%	+$660	0.54%	35
2020 Q2	$42.1M	Sell	461,980 -63,116	-12%	-$5.55M	0.56%	33
2020 Q1	$41.9M	Sell	525,096 -124,088	-19%	-$12.2M	0.72%	22
2019 Q4	$69.8M	Buy	649,184 +12,134	+2%	+$1.27M	1%	14
2019 Q3	$65.4M	Sell	637,050 -80,597	-11%	-$8.13M	1.05%	13
2019 Q2	$72.4M	Buy	717,647 +41,051	+6%	+$4.1M	1.04%	11
2019 Q1	$67.3M	Buy	676,596 +51,767	+8%	+$4.98M	1.04%	12
2018 Q4	$55.9M	Buy	624,829 +32,940	+6%	+$3.11M	1.01%	11
2018 Q3	$58M	Buy	591,889 +126,602	+27%	+$12.3M	0.98%	11
2018 Q2	$43.1M	Sell	465,287 -241,174	-34%	-$22.2M	0.94%	13
2018 Q1	$64.4M	Sell	706,461 -51,112	-7%	-$4.78M	1.36%	5
2017 Q4	$71.6M	Sell	757,573 -6,344	-0.8%	-$594K	1.36%	8
2017 Q3	$69.8M	Sell	763,917 -17,235	-2%	-$1.54M	1.44%	7
2017 Q2	$69.4M	Buy	+781,152	New	+$69.2M	1.34%	12

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

MML Investors Services's SDY Position: Q1 2026 in Review

MML Investors Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q1 2026, selling an estimated $8.17M and leaving 351,909 shares worth $51.4M. The position accounts for 0.14% of the portfolio, ranked #145.

MML Investors Services first reported a position in SDY in Q2 2017 and has held it in 36 quarters since. The position peaked at $83.9M in Q4 2022. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

MML Investors Services held 351,909 shares of State Street SPDR S&P Dividend ETF worth $51.4M as of Q1 2026.
MML Investors Services sold 54,812 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $8.17M.
State Street SPDR S&P Dividend ETF made up 0.14% of MML Investors Services's portfolio in Q1 2026, its #145 holding.
MML Investors Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 36 quarters since.
MML Investors Services's State Street SPDR S&P Dividend ETF position peaked at $83.9M in Q4 2022.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.