Raymond James Financial
SDY icon

Raymond James Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Raymond James Financial’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 		$455M Sell
2,990,179
-69,361
-2% -$10.3M 0.12% 135
2026
Q1 		$447M Sell
3,059,540
-31,099
-1% -$4.63M 0.14% 122
2025
Q4 		$430M Sell
3,090,639
-25,905
-0.8% -$3.6M 0.13% 122
2025
Q3 		$436M Sell
3,116,544
-16,869
-0.5% -$2.35M 0.14% 122
2025
Q2 		$425M Buy
3,133,413
+119,562
+4% +$15.9M 0.15% 117
2025
Q1 		$409M Buy
3,013,851
+3,580
+0.1% +$482K 0.15% 113
2024
Q4 		$398M Buy
+3,010,271
New +$420M 0.15% 119

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's SDY Position: Q2 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q2 2026, selling an estimated $10.3M and leaving 2,990,179 shares worth $455M. The position accounts for 0.12% of the portfolio, ranked #135.

Raymond James Financial first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,243 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Raymond James Financial held 2,990,179 shares of State Street SPDR S&P Dividend ETF worth $455M as of Q2 2026.
  • Raymond James Financial sold 69,361 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $10.3M.
  • State Street SPDR S&P Dividend ETF made up 0.12% of Raymond James Financial's portfolio in Q2 2026, its #135 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,243 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.