Sugar Maple Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sugar Maple Asset 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 Q1	$2.74M	Sell	18,772 -250	-1%	-$37.3K	1.66%	16
2025 Q4	$2.65M	Hold	19,022	–	–	1.78%	15
2025 Q3	$2.66M	Sell	19,022 -2,250	-11%	-$314K	1.91%	15
2025 Q2	$2.89M	Sell	21,272 -6,300	-23%	-$835K	2.25%	15
2025 Q1	$3.74M	Buy	27,572 +50	+0.2%	+$6.72K	2.94%	11
2024 Q4	$3.64M	Sell	27,522 -540	-2%	-$75.4K	2.77%	12
2024 Q3	$3.99M	Buy	28,062 +1,500	+6%	+$203K	3.46%	10
2024 Q2	$3.38M	Buy	26,562 +1,000	+4%	+$129K	3.27%	11
2024 Q1	$3.35M	Buy	+25,562	New	+$3.21M	3.24%	11

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugar Maple Asset Management's SDY Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q1 2026, selling an estimated $37.3K and leaving 18,772 shares worth $2.74M. The position accounts for 1.66% of the portfolio, ranked #16.

Sugar Maple Asset Management first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.99M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Sugar Maple Asset Management held 18,772 shares of State Street SPDR S&P Dividend ETF worth $2.74M as of Q1 2026.
Sugar Maple Asset Management sold 250 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $37.3K.
State Street SPDR S&P Dividend ETF made up 1.66% of Sugar Maple Asset Management's portfolio in Q1 2026, its #16 holding.
Sugar Maple Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's State Street SPDR S&P Dividend ETF position peaked at $3.99M in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.