Parsons Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Parsons Capital Management’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	$699K	Buy	4,590 +2,765	+152%	+$412K	0.03%	329
2026 Q1	$266K	Buy	+1,825	New	+$272K	0.01%	434
2023 Q4	–	Sell	-4,448	Closed	-$512K	–	437
2023 Q3	$512K	Sell	4,448 -3,440	-44%	-$420K	0.04%	287
2023 Q2	$967K	Buy	7,888 +90	+1%	+$11K	0.07%	216
2023 Q1	$965K	Buy	7,798 +3,423	+78%	+$431K	0.08%	216
2022 Q4	$547K	Buy	+4,375	New	+$540K	0.05%	274

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Parsons Capital Management's SDY Position: Q2 2026 in Review

Parsons Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 152% in Q2 2026, buying an estimated $412K and bringing the position to 4,590 shares worth $699K. The position accounts for 0.03% of the portfolio, ranked #329.

Parsons Capital Management first reported a position in SDY in Q4 2022 and has held it in 6 quarters since. The position peaked at $967K in Q2 2023. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Parsons Capital Management held 4,590 shares of State Street SPDR S&P Dividend ETF worth $699K as of Q2 2026.
Parsons Capital Management bought 2,765 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $412K.
State Street SPDR S&P Dividend ETF made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #329 holding.
Parsons Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 6 quarters since.
Parsons Capital Management's State Street SPDR S&P Dividend ETF position peaked at $967K in Q2 2023.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.