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

Obermeyer Wealth Partners’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	$413K	Hold	2,830	–	–	0.02%	192
2025 Q4	$394K	Buy	2,830 +280	+11%	+$39K	0.02%	203
2025 Q3	$357K	Hold	2,550	–	–	0.02%	208
2025 Q2	$346K	Hold	2,550	–	–	0.02%	200
2025 Q1	$346K	Buy	+2,550	New	+$343K	0.02%	186
2024 Q4	–	Sell	-1,500	Closed	-$213K	–	269
2024 Q3	$213K	Buy	+1,500	New	+$203K	0.01%	244
2013 Q3	–	Sell	-1,700	Closed	-$113K	–	240
2013 Q2	$113K	Buy	+1,700	New	+$114K	0.03%	77

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

Obermeyer Wealth Partners's SDY Position: Q1 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,830 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #192.

Obermeyer Wealth Partners first reported a position in SDY in Q2 2013 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Obermeyer Wealth Partners held 2,830 shares of State Street SPDR S&P Dividend ETF worth $413K as of Q1 2026.
Obermeyer Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #192 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 7 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.