Reynders McVeigh Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Reynders McVeigh Capital Management’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	$296K	Sell	2,026 -2,291	-53%	-$341K	0.01%	166
2025 Q4	$601K	Sell	4,317 -226	-5%	-$31.4K	0.03%	120
2025 Q3	$636K	Buy	4,543 +21	+0.5%	+$2.93K	0.03%	122
2025 Q2	$614K	Sell	4,522 -573	-11%	-$76K	0.03%	127
2025 Q1	$691K	Sell	5,095 -50	-1%	-$6.72K	0.04%	119
2024 Q4	$680K	Buy	5,145 +369	+8%	+$51.5K	0.04%	123
2024 Q3	$678K	Buy	4,776 +60	+1%	+$8.11K	0.04%	128
2024 Q2	$600K	Sell	4,716 -253	-5%	-$32.6K	0.03%	127
2024 Q1	$653K	Sell	4,969 -322	-6%	-$40.4K	0.04%	123
2023 Q4	$661K	Sell	5,291 -575	-10%	-$67.5K	0.04%	120
2023 Q3	$675K	Sell	5,866 -425	-7%	-$51.9K	0.05%	112
2023 Q2	$771K	Sell	6,291 -50	-0.8%	-$6.11K	0.05%	109
2023 Q1	$784K	Hold	6,341	–	–	0.05%	103
2022 Q4	$793K	Buy	6,341 +300	+5%	+$37.1K	0.06%	106
2022 Q3	$674K	Hold	6,041	–	–	0.05%	111
2022 Q2	$717K	Buy	6,041 +250	+4%	+$31.2K	0.05%	118
2022 Q1	$742K	Buy	5,791 +125	+2%	+$15.8K	0.05%	122
2021 Q4	$732K	Sell	5,666 -411	-7%	-$51.1K	0.04%	132
2021 Q3	$714K	Hold	6,077	–	–	0.04%	129
2021 Q2	$743K	Sell	6,077 -725	-11%	-$89.6K	0.05%	124
2021 Q1	$803K	Sell	6,802 -89	-1%	-$9.98K	0.05%	119
2020 Q4	$730K	Sell	6,891 -600	-8%	-$60.7K	0.05%	127
2020 Q3	$692K	Sell	7,491 -100	-1%	-$9.43K	0.05%	125
2020 Q2	$692K	Hold	7,591	–	–	0.06%	120
2020 Q1	$606K	Sell	7,591 -1,100	-13%	-$108K	0.07%	110
2019 Q4	$935K	Buy	8,691 +150	+2%	+$15.7K	0.09%	112
2019 Q3	$876K	Sell	8,541 -250	-3%	-$25.2K	0.09%	105
2019 Q2	$887K	Hold	8,791	–	–	0.1%	104
2019 Q1	$874K	Hold	8,791	–	–	0.1%	108
2018 Q4	$787K	Hold	8,791	–	–	0.1%	103
2018 Q3	$861K	Hold	8,791	–	–	0.1%	101
2018 Q2	$815K	Hold	8,791	–	–	0.1%	109
2018 Q1	$802K	Hold	8,791	–	–	0.1%	108
2017 Q4	$831K	Hold	8,791	–	–	0.11%	103
2017 Q3	$803K	Sell	8,791 -475	-5%	-$42.6K	0.1%	107
2017 Q2	$824K	Hold	9,266	–	–	0.11%	107
2017 Q1	$817K	Hold	9,266	–	–	0.11%	110
2016 Q4	$793K	Sell	9,266 -200	-2%	-$16.8K	0.11%	113
2016 Q3	$799K	Buy	9,466 +475	+5%	+$40.5K	0.12%	104
2016 Q2	$755K	Sell	8,991 -200	-2%	-$16.3K	0.11%	112
2016 Q1	$735K	Buy	9,191 +900	+11%	+$66.7K	0.11%	115
2015 Q4	$610K	Hold	8,291	–	–	0.1%	111
2015 Q3	$598K	Sell	8,291 -327	-4%	-$24.6K	0.1%	115
2015 Q2	$657K	Sell	8,618 -100	-1%	-$7.84K	0.11%	108
2015 Q1	$682K	Buy	8,718 +663	+8%	+$52K	0.12%	101
2014 Q4	$635K	Sell	8,055 -797	-9%	-$62.3K	0.11%	108
2014 Q3	$663K	Sell	8,852 -121	-1%	-$9.19K	0.13%	98
2014 Q2	$687K	Sell	8,973 -150	-2%	-$11.2K	0.16%	97
2014 Q1	$671K	Buy	9,123 +432	+5%	+$31.1K	0.16%	93
2013 Q4	$631K	Hold	8,691	–	–	0.16%	90
2013 Q3	$599K	Buy	8,691 +200	+2%	+$13.8K	0.17%	88
2013 Q2	$563K	Buy	+8,491	New	+$572K	0.17%	91

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Reynders McVeigh Capital Management's SDY Position: Q1 2026 in Review

Reynders McVeigh Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 53% in Q1 2026, selling an estimated $341K and leaving 2,026 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #166.

Reynders McVeigh Capital Management first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $935K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Reynders McVeigh Capital Management held 2,026 shares of State Street SPDR S&P Dividend ETF worth $296K as of Q1 2026.
Reynders McVeigh Capital Management sold 2,291 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $341K.
State Street SPDR S&P Dividend ETF made up 0.01% of Reynders McVeigh Capital Management's portfolio in Q1 2026, its #166 holding.
Reynders McVeigh Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
Reynders McVeigh Capital Management's State Street SPDR S&P Dividend ETF position peaked at $935K in Q4 2019.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.