Sutton Place Investors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sutton Place Investors’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	$615K	Hold	4,217	–	–	0.34%	67
2025 Q4	$587K	Hold	4,217	–	–	0.32%	69
2025 Q3	$591K	Hold	4,217	–	–	0.34%	64
2025 Q2	$572K	Sell	4,217 -7	-0.2%	-$928	0.34%	65
2025 Q1	$573K	Hold	4,224	–	–	0.39%	59
2024 Q4	$558K	Hold	4,224	–	–	0.32%	72
2024 Q3	$600K	Hold	4,224	–	–	0.37%	64
2024 Q2	$537K	Hold	4,224	–	–	0.36%	68
2024 Q1	$554K	Sell	4,224 -1,000	-19%	-$125K	0.27%	99
2023 Q4	$653K	Buy	5,224 +22	+0.4%	+$2.58K	0.47%	72
2023 Q3	$598K	Sell	5,202 -799	-13%	-$97.5K	0.78%	37
2023 Q2	$736K	Buy	+6,001	New	+$733K	1.02%	32

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

Sutton Place Investors's SDY Position: Q1 2026 in Review

Sutton Place Investors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 4,217 shares worth $615K. The position accounts for 0.34% of the portfolio, ranked #67.

Sutton Place Investors first reported a position in SDY in Q2 2023 and has held it in 12 quarters since. The position peaked at $736K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Sutton Place Investors held 4,217 shares of State Street SPDR S&P Dividend ETF worth $615K as of Q1 2026.
Sutton Place Investors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.34% of Sutton Place Investors's portfolio in Q1 2026, its #67 holding.
Sutton Place Investors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 12 quarters since.
Sutton Place Investors's State Street SPDR S&P Dividend ETF position peaked at $736K in Q2 2023.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.