NewEdge Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

NewEdge Wealth’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	$839K	Buy	5,751 +580	+11%	+$86.4K	0.01%	668
2025 Q4	$720K	Buy	5,171 +144	+3%	+$20K	0.01%	716
2025 Q3	$686K	Sell	5,027 -1,277	-20%	-$178K	0.01%	657
2025 Q2	$874K	Buy	6,304 +837	+15%	+$111K	0.01%	569
2025 Q1	$742K	Buy	5,467 +1	+0%	+$134	0.01%	543
2024 Q4	$722K	Sell	5,466 -611	-10%	-$85.3K	0.01%	550
2024 Q3	$863K	Buy	6,077 +189	+3%	+$25.6K	0.02%	500
2024 Q2	$749K	Sell	5,888 -23,182	-80%	-$2.99M	0.02%	462
2024 Q1	$3.72M	Buy	29,070 +2,509	+9%	+$315K	0.08%	207
2023 Q4	$3.32M	Buy	26,561 +2,896	+12%	+$340K	0.08%	200
2023 Q3	$2.72M	Sell	23,665 -367	-2%	-$44.8K	0.09%	205
2023 Q2	$2.95M	Buy	24,032 +2,148	+10%	+$262K	0.1%	191
2023 Q1	$2.71M	Buy	+21,884	New	+$2.75M	0.1%	181

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

NewEdge Wealth's SDY Position: Q1 2026 in Review

NewEdge Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q1 2026, buying an estimated $86.4K and bringing the position to 5,751 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #668.

NewEdge Wealth first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.72M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

NewEdge Wealth held 5,751 shares of State Street SPDR S&P Dividend ETF worth $839K as of Q1 2026.
NewEdge Wealth bought 580 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $86.4K.
State Street SPDR S&P Dividend ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #668 holding.
NewEdge Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
NewEdge Wealth's State Street SPDR S&P Dividend ETF position peaked at $3.72M in Q1 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.