Pictet North America Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pictet North America Advisors’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	$408K	Hold	2,682	–	–	0.04%	123
2026 Q1	$391K	Hold	2,682	–	–	0.04%	127
2025 Q4	$373K	Hold	2,682	–	–	0.04%	125
2025 Q3	$376K	Hold	2,682	–	–	0.04%	119
2025 Q2	$364K	Hold	2,682	–	–	0.04%	119
2025 Q1	$364K	Hold	2,682	–	–	0.04%	119
2024 Q4	$354K	Hold	2,682	–	–	0.03%	123
2024 Q3	$381K	Hold	2,682	–	–	0.04%	116
2024 Q2	$341K	Hold	2,682	–	–	0.04%	118
2024 Q1	$352K	Hold	2,682	–	–	0.04%	123
2023 Q4	$335K	Hold	2,682	–	–	0.04%	116
2023 Q3	$308K	Hold	2,682	–	–	0.04%	113
2023 Q2	$329K	Buy	2,682 +472	+21%	+$57.7K	0.05%	112
2023 Q1	$273K	Buy	+2,210	New	+$278K	0.04%	113
2020 Q2	–	Sell	-3,000	Closed	-$240K	–	139
2020 Q1	$240K	Hold	3,000	–	–	0.04%	125
2019 Q4	$323K	Hold	3,000	–	–	0.04%	130
2019 Q3	$308K	Hold	3,000	–	–	0.04%	129
2019 Q2	$303K	Hold	3,000	–	–	0.04%	131
2019 Q1	$298K	Hold	3,000	–	–	0.04%	135
2018 Q4	$269K	Buy	+3,000	New	+$283K	0.02%	144
2014 Q3	–	Sell	-2,675	Closed	-$205K	–	55
2014 Q2	$205K	Buy	+2,675	New	+$200K	0.05%	50
2014 Q1	–	Sell	-492,092	Closed	-$35.7M	–	60
2013 Q4	$35.7M	Buy	+492,092	New	+$35.4M	8.02%	3

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

Pictet North America Advisors's SDY Position: Q2 2026 in Review

Pictet North America Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,682 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #123.

Pictet North America Advisors first reported a position in SDY in Q4 2013 and has held it in 22 quarters since. The position peaked at $35.7M in Q4 2013. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pictet North America Advisors held 2,682 shares of State Street SPDR S&P Dividend ETF worth $408K as of Q2 2026.
Pictet North America Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Pictet North America Advisors's portfolio in Q2 2026, its #123 holding.
Pictet North America Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 22 quarters since.
Pictet North America Advisors's State Street SPDR S&P Dividend ETF position peaked at $35.7M in Q4 2013.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.