Thompson Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Thompson Investment 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	$304K	Hold	2,000	–	–	0.03%	161
2026 Q1	$292K	Hold	2,000	–	–	0.04%	156
2025 Q4	$278K	Hold	2,000	–	–	0.03%	158
2025 Q3	$280K	Hold	2,000	–	–	0.04%	156
2025 Q2	$271K	Hold	2,000	–	–	0.04%	157
2025 Q1	$271K	Hold	2,000	–	–	0.04%	157
2024 Q4	$264K	Buy	+2,000	New	+$279K	0.04%	162
2023 Q2	–	Sell	-98	Closed	-$12.2K	–	418
2023 Q1	$12.2K	Buy	+98	New	+$12.3K	﹤0.01%	324

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

Thompson Investment Management's SDY Position: Q2 2026 in Review

Thompson Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,000 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #161.

Thompson Investment Management first reported a position in SDY in Q1 2023 and has held it in 8 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Thompson Investment Management held 2,000 shares of State Street SPDR S&P Dividend ETF worth $304K as of Q2 2026.
Thompson Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Thompson Investment Management's portfolio in Q2 2026, its #161 holding.
Thompson Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 8 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.