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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinney & Scofield's SDY Position: Q1 2026 in Review

Pinney & Scofield held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 135 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #163.

Pinney & Scofield first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Pinney & Scofield held 135 shares of State Street SPDR S&P Dividend ETF worth $19.7K as of Q1 2026.
  • Pinney & Scofield left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #163 holding.
  • Pinney & Scofield first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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