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

&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	$12.8M	Sell	87,484 -21,503	-20%	-$3.2M	0.06%	278
2025 Q4	$15.2M	Buy	108,987 +9,998	+10%	+$1.39M	0.08%	234
2025 Q3	$13.9M	Sell	98,989 -1,354	-1%	-$189K	0.09%	213
2025 Q2	$13.6M	Buy	100,343 +37,659	+60%	+$4.99M	0.1%	185
2025 Q1	$8.42M	Buy	62,684 +3,674	+6%	+$494K	0.09%	217
2024 Q4	$7.78M	Buy	59,010 +8,790	+18%	+$1.23M	0.09%	213
2024 Q3	$7.1M	Buy	50,220 +8,063	+19%	+$1.09M	0.14%	154
2024 Q2	$5.36M	Buy	42,157 +30,158	+251%	+$3.88M	0.23%	98
2024 Q1	$1.57M	Buy	+11,999	New	+$1.51M	0.22%	96

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

&Partners's SDY Position: Q1 2026 in Review

&Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q1 2026, selling an estimated $3.2M and leaving 87,484 shares worth $12.8M. The position accounts for 0.06% of the portfolio, ranked #278.

&Partners first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.2M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

&Partners held 87,484 shares of State Street SPDR S&P Dividend ETF worth $12.8M as of Q1 2026.
&Partners sold 21,503 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $3.2M.
State Street SPDR S&P Dividend ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #278 holding.
&Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's State Street SPDR S&P Dividend ETF position peaked at $15.2M in Q4 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.