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 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 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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Raymond James Financial's SDY Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1% in Q1 2026, selling an estimated $4.63M and leaving 3,059,540 shares worth $447M. The position accounts for 0.14% of the portfolio, ranked #122.

Raymond James Financial 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.

Raymond James Financial held 3,059,540 shares of State Street SPDR S&P Dividend ETF worth $447M as of Q1 2026.
Raymond James Financial sold 31,099 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $4.63M.
State Street SPDR S&P Dividend ETF made up 0.14% of Raymond James Financial's portfolio in Q1 2026, its #122 holding.
Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.