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 Q2	$642K	Hold	4,217	–	–	0.31%	72
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 $1.55T 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

Sutton Place Investors's SDY Position: Q2 2026 in Review

Sutton Place Investors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,217 shares worth $642K. The position accounts for 0.31% of the portfolio, ranked #72.

Sutton Place Investors first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $736K in Q2 2023. 1,245 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sutton Place Investors held 4,217 shares of State Street SPDR S&P Dividend ETF worth $642K as of Q2 2026.
Sutton Place Investors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.31% of Sutton Place Investors's portfolio in Q2 2026, its #72 holding.
Sutton Place Investors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Sutton Place Investors's State Street SPDR S&P Dividend ETF position peaked at $736K in Q2 2023.
1,245 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.