Ritholtz Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ritholtz Wealth 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	$951K	Buy	6,252 +718	+13%	+$107K	0.01%	633
2026 Q1	$808K	Buy	5,534 +71	+1%	+$10.6K	0.01%	618
2025 Q4	$760K	Buy	5,463 +244	+5%	+$34K	0.01%	589
2025 Q3	$731K	Sell	5,219 -169	-3%	-$23.6K	0.01%	573
2025 Q2	$731K	Buy	5,388 +473	+10%	+$62.7K	0.02%	528
2025 Q1	$667K	Sell	4,915 -803	-14%	-$108K	0.02%	508
2024 Q4	$755K	Buy	5,718 +505	+10%	+$70.5K	0.02%	451
2024 Q3	$741K	Hold	5,213	–	–	0.02%	449
2024 Q2	$663K	Sell	5,213 -25	-0.5%	-$3.22K	0.02%	446
2024 Q1	$687K	Buy	5,238 +225	+4%	+$28.2K	0.02%	456
2023 Q4	$627K	Sell	5,013 -462	-8%	-$54.2K	0.02%	440
2023 Q3	$630K	Buy	5,475 +487	+10%	+$59.4K	0.03%	403
2023 Q2	$611K	Buy	4,988 +1	+0%	+$122	0.03%	386
2023 Q1	$617K	Hold	4,987	–	–	0.03%	356
2022 Q4	$624K	Hold	4,987	–	–	0.03%	325
2022 Q3	$556K	Sell	4,987 -20	-0.4%	-$2.46K	0.03%	373
2022 Q2	$594K	Buy	5,007 +1	+0%	+$125	0.04%	279
2022 Q1	$641K	Sell	5,006 -10	-0.2%	-$1.26K	0.04%	261
2021 Q4	$648K	Hold	5,016	–	–	0.04%	242
2021 Q3	$590K	Sell	5,016 -50	-1%	-$6.12K	0.04%	240
2021 Q2	$619K	Sell	5,066 -147	-3%	-$18.2K	0.04%	213
2021 Q1	$615K	Sell	5,213 -257	-5%	-$28.8K	0.05%	178
2020 Q4	$579K	Sell	5,470 -310	-5%	-$31.4K	0.06%	145
2020 Q3	$534K	Sell	5,780 -47	-0.8%	-$4.43K	0.06%	124
2020 Q2	$531K	Buy	5,827 +1	+0%	+$88	0.07%	110
2020 Q1	$465K	Sell	5,826 -83	-1%	-$8.19K	0.07%	79
2019 Q4	$636K	Sell	5,909 -4	-0.1%	-$420	0.09%	72
2019 Q3	$607K	Sell	5,913 -76	-1%	-$7.66K	0.1%	67
2019 Q2	$604K	Buy	5,989 +16	+0.3%	+$1.6K	0.1%	65
2019 Q1	$594K	Hold	5,973	–	–	0.11%	68
2018 Q4	$535K	Hold	5,973	–	–	0.12%	59
2018 Q3	$585K	Sell	5,973 -17	-0.3%	-$1.65K	0.15%	52
2018 Q2	$555K	Sell	5,990 -107	-2%	-$9.85K	0.15%	54
2018 Q1	$556K	Sell	6,097 -10	-0.2%	-$935	0.16%	53
2017 Q4	$577K	Buy	6,107 +200	+3%	+$18.7K	0.17%	63
2017 Q3	$539K	Buy	5,907 +912	+18%	+$81.7K	0.2%	38
2017 Q2	$444K	Buy	+4,995	New	+$443K	0.19%	42
2016 Q4	$427K	Buy	+4,995	New	+$420K	0.22%	46

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

Ritholtz Wealth Management's SDY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 6,252 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #633.

Ritholtz Wealth Management first reported a position in SDY in Q4 2016 and has held it in 38 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Ritholtz Wealth Management held 6,252 shares of State Street SPDR S&P Dividend ETF worth $951K as of Q2 2026.
Ritholtz Wealth Management bought 718 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $107K.
State Street SPDR S&P Dividend ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #633 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 38 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.