Norden Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Norden 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	$1.02M	Hold	6,675	–	–	0.08%	213
2026 Q1	$974K	Hold	6,675	–	–	0.09%	198
2025 Q4	$929K	Sell	6,675 -360	-5%	-$50.1K	0.09%	206
2025 Q3	$985K	Hold	7,035	–	–	0.1%	191
2025 Q2	$955K	Hold	7,035	–	–	0.1%	193
2025 Q1	$955K	Sell	7,035 -560	-7%	-$75.3K	0.11%	182
2024 Q4	$1M	Sell	7,595 -140	-2%	-$19.6K	0.11%	190
2024 Q3	$1.1M	Buy	+7,735	New	+$1.05M	0.13%	173

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

Norden Group's SDY Position: Q2 2026 in Review

Norden Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 6,675 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #213.

Norden Group first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2024. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Norden Group held 6,675 shares of State Street SPDR S&P Dividend ETF worth $1.02M as of Q2 2026.
Norden Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Norden Group's portfolio in Q2 2026, its #213 holding.
Norden Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Norden Group's State Street SPDR S&P Dividend ETF position peaked at $1.1M in Q3 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.