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

Richardson 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 Q2	$5.17K	Hold	34	–	–	﹤0.01%	220
2026 Q1	$4.96K	Hold	34	–	–	﹤0.01%	270
2025 Q4	$4.73K	Hold	34	–	–	﹤0.01%	192
2025 Q3	$4.76K	Hold	34	–	–	﹤0.01%	205
2025 Q2	$4.62K	Hold	34	–	–	﹤0.01%	180
2025 Q1	$4.61K	Buy	+34	New	+$4.57K	﹤0.01%	190

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

Richardson Capital Management's SDY Position: Q2 2026 in Review

Richardson Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 34 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Richardson Capital Management first reported a position in SDY in Q1 2025 and has held it in 6 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Richardson Capital Management held 34 shares of State Street SPDR S&P Dividend ETF worth $5.17K as of Q2 2026.
Richardson Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #220 holding.
Richardson Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 6 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.