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

Robertson Stephens 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	$510K	Sell	3,352 -799	-19%	-$119K	0.01%	436
2026 Q1	$606K	Sell	4,151 -59	-1%	-$8.79K	0.02%	390
2025 Q4	$586K	Sell	4,210 -284	-6%	-$39.5K	0.02%	396
2025 Q3	$629K	Buy	4,494 +800	+22%	+$112K	0.02%	320
2025 Q2	$501K	Sell	3,694 -434	-11%	-$57.6K	0.02%	365
2025 Q1	$560K	Buy	4,128 +334	+9%	+$44.9K	0.02%	354
2024 Q4	$501K	Buy	3,794 +194	+5%	+$27.1K	0.02%	360
2024 Q3	$511K	Sell	3,600 -100	-3%	-$13.5K	0.02%	408
2024 Q2	$471K	Sell	3,700 -16,905	-82%	-$2.18M	0.02%	343
2024 Q1	$2.7M	Sell	20,605 -200	-1%	-$25.1K	0.14%	121
2023 Q4	$2.6M	Sell	20,805 -410	-2%	-$48.1K	0.16%	118
2023 Q3	$2.44M	Buy	21,215 +17,137	+420%	+$2.09M	0.16%	128
2023 Q2	$500K	Sell	4,078 -151	-4%	-$18.4K	0.04%	278
2023 Q1	$523K	Sell	4,229 -120	-3%	-$15.1K	0.04%	281
2022 Q4	$544K	Hold	4,349	–	–	0.05%	251
2022 Q3	$484K	Buy	4,349 +200	+5%	+$24.6K	0.05%	223
2022 Q2	$492K	Hold	4,149	–	–	0.05%	237
2022 Q1	$531K	Buy	4,149 +500	+14%	+$63.2K	0.04%	245
2021 Q4	$471K	Buy	3,649 +600	+20%	+$74.7K	0.04%	261
2021 Q3	$358K	Sell	3,049 -130	-4%	-$15.9K	0.04%	235
2021 Q2	$388K	Buy	3,179 +375	+13%	+$46.3K	0.05%	230
2021 Q1	$330K	Hold	2,804	–	–	0.05%	219
2020 Q4	$297K	Sell	2,804 -250	-8%	-$25.3K	0.06%	194
2020 Q3	$282K	Buy	3,054 +714	+31%	+$67.3K	0.07%	179
2020 Q2	$213K	Sell	2,340 -455	-16%	-$40K	0.06%	178
2020 Q1	$223K	Buy	+2,795	New	+$276K	0.08%	163

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

Robertson Stephens Wealth Management's SDY Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 19% in Q2 2026, selling an estimated $119K and leaving 3,352 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #436.

Robertson Stephens Wealth Management first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.7M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Robertson Stephens Wealth Management held 3,352 shares of State Street SPDR S&P Dividend ETF worth $510K as of Q2 2026.
Robertson Stephens Wealth Management sold 799 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $119K.
State Street SPDR S&P Dividend ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #436 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Robertson Stephens Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.7M in Q1 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.