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 Q2	$2.83M	Sell	18,606 -166	-0.9%	-$24.7K	1.83%	17
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 $1.55T 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

Sugar Maple Asset Management's SDY Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.88% in Q2 2026, selling an estimated $24.7K and leaving 18,606 shares worth $2.83M. The position accounts for 1.83% of the portfolio, ranked #17.

Sugar Maple Asset Management first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.99M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sugar Maple Asset Management held 18,606 shares of State Street SPDR S&P Dividend ETF worth $2.83M as of Q2 2026.
Sugar Maple Asset Management sold 166 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $24.7K.
State Street SPDR S&P Dividend ETF made up 1.83% of Sugar Maple Asset Management's portfolio in Q2 2026, its #17 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 10 quarters since.
Sugar Maple Asset Management's State Street SPDR S&P Dividend ETF position peaked at $3.99M in Q3 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.