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Newbridge Financial Services Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Newbridge Financial Services Group’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 		$89.3K Sell
587
-11
-2% -$1.64K 0.01% 354
2026
Q1 		$87.3K Hold
598
– – 0.01% 334
2025
Q4 		$83.2K Buy
598
+56
+10% +$7.79K 0.01% 341
2025
Q3 		$75.9K Buy
542
+50
+10% +$6.97K 0.01% 435
2025
Q2 		$66.7K Sell
492
-4
-0.8% -$530 0.01% 453
2025
Q1 		$67.3K Buy
496
+363
+273% +$48.8K 0.02% 316
2024
Q4 		$17.6K Hold
133
– – ﹤0.01% 627
2024
Q3 		$18.9K Sell
133
-104
-44% -$14.1K 0.01% 370
2024
Q2 		$30.1K Sell
237
-194
-45% -$25K 0.01% 493
2024
Q1 		$56.6K Sell
431
-351
-45% -$44K 0.02% 371
2023
Q4 		$97.7K Sell
782
-235
-23% -$27.6K 0.05% 284
2023
Q3 		$117K Sell
1,017
-167
-14% -$20.4K 0.06% 264
2023
Q2 		$145K Sell
1,184
-604
-34% -$73.8K 0.07% 248
2023
Q1 		$221K Buy
1,788
+51
+3% +$6.42K 0.12% 173
2022
Q4 		$217K Buy
1,737
+793
+84% +$97.9K 0.13% 167
2022
Q3 		$105K Buy
944
+188
+25% +$23.2K 0.06% 291
2022
Q2 		$90K Sell
756
-282
-27% -$35.2K 0.06% 284
2022
Q1 		$133K Buy
1,038
+2
+0.2% +$253 0.07% 258
2021
Q4 		$134K Buy
1,036
+215
+26% +$26.8K 0.06% 253
2021
Q3 		$97K Buy
821
+367
+81% +$44.9K 0.06% 273
2021
Q2 		$55K Buy
454
+159
+54% +$19.6K 0.03% 418
2021
Q1 		$35K Buy
295
+1
+0.3% +$112 0.03% 498
2020
Q4 		$31K Sell
294
-26
-8% -$2.63K 0.03% 440
2020
Q3 		$30K Buy
+320
New +$30.2K 0.03% 407

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's SDY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.8% in Q2 2026, selling an estimated $1.64K and leaving 587 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #354.

Newbridge Financial Services Group first reported a position in SDY in Q3 2020 and has held it in 24 quarters since. The position peaked at $221K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Newbridge Financial Services Group held 587 shares of State Street SPDR S&P Dividend ETF worth $89.3K as of Q2 2026.
  • Newbridge Financial Services Group sold 11 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.64K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #354 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street SPDR S&P Dividend ETF position peaked at $221K in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.