Stonebridge Financial Group (Pennsylvania)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$542K	Buy	3,560 +645	+22%	+$96.1K	0.04%	167
2026 Q1	$425K	Hold	2,915	–	–	0.04%	180
2025 Q4	$406K	Hold	2,915	–	–	0.03%	184
2025 Q3	$408K	Hold	2,915	–	–	0.04%	175
2025 Q2	$396K	Hold	2,915	–	–	0.04%	175
2025 Q1	$396K	Hold	2,915	–	–	0.04%	163
2024 Q4	$385K	Buy	+2,915	New	+$407K	0.04%	173

Other funds holding SDY

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SDY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 22% in Q2 2026, buying an estimated $96.1K and bringing the position to 3,560 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #167.

Stonebridge Financial Group (Pennsylvania) first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 3,560 shares of State Street SPDR S&P Dividend ETF worth $542K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 645 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $96.1K.
State Street SPDR S&P Dividend ETF made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #167 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.