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

Pinney & Scofield’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	$14.3K	Sell	94 -41	-30%	-$6.11K	0.01%	166
2026 Q1	$19.7K	Hold	135	–	–	0.01%	163
2025 Q4	$18.8K	Hold	135	–	–	0.01%	154
2025 Q3	$18.9K	Hold	135	–	–	0.01%	151
2025 Q2	$18.3K	Hold	135	–	–	0.01%	151
2025 Q1	$18.3K	Hold	135	–	–	0.01%	147
2024 Q4	$17.8K	Buy	+135	New	+$18.9K	0.01%	151

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

Pinney & Scofield's SDY Position: Q2 2026 in Review

Pinney & Scofield reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 30% in Q2 2026, selling an estimated $6.11K and leaving 94 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #166.

Pinney & Scofield first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pinney & Scofield held 94 shares of State Street SPDR S&P Dividend ETF worth $14.3K as of Q2 2026.
Pinney & Scofield sold 41 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $6.11K.
State Street SPDR S&P Dividend ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #166 holding.
Pinney & Scofield first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's State Street SPDR S&P Dividend ETF position peaked at $19.7K in Q1 2026.
1,245 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.