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Salomon & Ludwin’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Salomon & Ludwin’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 		$5.11M Sell
35,002
-323
-0.9% -$48.1K 0.46% 40
2025
Q4 		$4.97M Sell
35,325
-406
-1% -$56.5K 0.44% 43
2025
Q3 		$5.03M Sell
35,731
-1,400
-4% -$195K 0.45% 42
2025
Q2 		$5.14M Sell
37,131
-275
-0.7% -$36.5K 0.51% 39
2025
Q1 		$5.08M Sell
37,406
-303
-0.8% -$40.8K 0.54% 38
2024
Q4 		$4.98M Sell
37,709
-5,149
-12% -$719K 0.53% 40
2024
Q3 		$6.09M Sell
42,858
-4,798
-10% -$649K 0.62% 35
2024
Q2 		$6.03M Sell
47,656
-35,520
-43% -$4.58M 0.67% 35
2024
Q1 		$10.9M Sell
83,176
-4,042
-5% -$507K 0.94% 30
2023
Q4 		$10M Hold
87,218
– – 1.05% 28
2023
Q3 		$10M Sell
87,218
-29
-0% -$3.54K 1.05% 28
2023
Q2 		$10.7M Sell
87,247
-1,745
-2% -$213K 1.14% 28
2023
Q1 		$11M Sell
88,992
-637
-0.7% -$80.1K 1.31% 25
2022
Q4 		$11.2M Sell
89,629
-148
-0.2% -$18.3K 1.42% 25
2022
Q3 		$10M Buy
89,777
+294
+0.3% +$36.2K 1.5% 23
2022
Q2 		$10.6M Sell
89,483
-941
-1% -$117K 1.64% 22
2022
Q1 		$11.6M Sell
90,424
-3,271
-3% -$413K 1.68% 20
2021
Q4 		$12.1M Sell
93,695
-930
-1% -$116K 1.71% 19
2021
Q3 		$11.1M Sell
94,625
-550
-0.6% -$67.4K 1.73% 18
2021
Q2 		$11.6M Sell
95,175
-2,455
-3% -$303K 1.83% 18
2021
Q1 		$11.5M Sell
97,630
-4,947
-5% -$555K 1.95% 18
2020
Q4 		$10.9M Sell
102,577
-7,268
-7% -$735K 2.01% 17
2020
Q3 		$10.2M Sell
109,845
-6,195
-5% -$584K 2.11% 16
2020
Q2 		$10.6M Sell
116,040
-75,003
-39% -$6.59M 2.28% 16
2020
Q1 		$15.3M Buy
191,043
+19,104
+11% +$1.88M 3.93% 7
2019
Q4 		$18.5M Sell
171,939
-12,543
-7% -$1.32M 3.67% 9
2019
Q3 		$18.9M Sell
184,482
-4,346
-2% -$438K 3.83% 9
2019
Q2 		$19M Sell
188,828
-960
-0.5% -$96K 3.85% 8
2019
Q1 		$18.9M Sell
189,788
-1,456
-0.8% -$140K 3.89% 9
2018
Q4 		$17.1M Buy
+191,244
New +$18M 3.96% 9

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Salomon & Ludwin's SDY Position: Q1 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.91% in Q1 2026, selling an estimated $48.1K and leaving 35,002 shares worth $5.11M. The position accounts for 0.46% of the portfolio, ranked #40.

Salomon & Ludwin first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $19M in Q2 2019. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Salomon & Ludwin held 35,002 shares of State Street SPDR S&P Dividend ETF worth $5.11M as of Q1 2026.
  • Salomon & Ludwin sold 323 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $48.1K.
  • State Street SPDR S&P Dividend ETF made up 0.46% of Salomon & Ludwin's portfolio in Q1 2026, its #40 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's State Street SPDR S&P Dividend ETF position peaked at $19M in Q2 2019.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.