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 Q2	$5.21M	Sell	34,033 -969	-3%	-$144K	0.43%	44
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 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

Salomon & Ludwin's SDY Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.8% in Q2 2026, selling an estimated $144K and leaving 34,033 shares worth $5.21M. The position accounts for 0.43% of the portfolio, ranked #44.

Salomon & Ludwin first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $19M in Q2 2019. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Salomon & Ludwin held 34,033 shares of State Street SPDR S&P Dividend ETF worth $5.21M as of Q2 2026.
Salomon & Ludwin sold 969 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $144K.
State Street SPDR S&P Dividend ETF made up 0.43% of Salomon & Ludwin's portfolio in Q2 2026, its #44 holding.
Salomon & Ludwin first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Salomon & Ludwin's State Street SPDR S&P Dividend ETF position peaked at $19M in Q2 2019.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.