Romano Brothers & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Romano Brothers & Co’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	$348K	Hold	2,285	–	–	0.04%	283
2026 Q1	$333K	Hold	2,285	–	–	0.04%	273
2025 Q4	$318K	Hold	2,285	–	–	0.04%	274
2025 Q3	$320K	Hold	2,285	–	–	0.04%	273
2025 Q2	$310K	Hold	2,285	–	–	0.04%	267
2025 Q1	$310K	Hold	2,285	–	–	0.04%	262
2024 Q4	$302K	Hold	2,285	–	–	0.04%	261
2024 Q3	$325K	Hold	2,285	–	–	0.04%	256
2024 Q2	$291K	Hold	2,285	–	–	0.04%	256
2024 Q1	$300K	Hold	2,285	–	–	0.04%	256
2023 Q4	$286K	Sell	2,285 -160	-7%	-$18.8K	0.04%	256
2023 Q3	$281K	Hold	2,445	–	–	0.04%	257
2023 Q2	$300K	Sell	2,445 -50	-2%	-$6.11K	0.04%	257
2023 Q1	$309K	Hold	2,495	–	–	0.05%	252
2022 Q4	$312K	Sell	2,495 -70	-3%	-$8.65K	0.05%	250
2022 Q3	$286K	Buy	+2,565	New	+$316K	0.05%	254

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

Romano Brothers & Co's SDY Position: Q2 2026 in Review

Romano Brothers & Co held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,285 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #283.

Romano Brothers & Co first reported a position in SDY in Q3 2022 and has held it in 16 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Romano Brothers & Co held 2,285 shares of State Street SPDR S&P Dividend ETF worth $348K as of Q2 2026.
Romano Brothers & Co left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #283 holding.
Romano Brothers & Co first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 16 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.