UBS Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

UBS Group’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
2023 Q1	–	Sell	-100	Closed	-$12.5K	–	10281
2022 Q4	$12.5K	Buy	+100	New	+$12.4K	﹤0.01%	8259
2015 Q1	–	Sell	-12,300	Closed	-$969K	–	9305
2014 Q4	$969K	Buy	+12,300	New	+$961K	﹤0.01%	3593

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's SDY Position: Q2 2026 in Review

UBS Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0% in Q2 2026, buying an estimated $9.98K and bringing the position to 1,674,173 shares worth $255M. The position accounts for 0.03% of the portfolio, ranked #544.

UBS Group first reported a position in SDY in Q4 2014 and has held it in 47 quarters since. The position peaked at $274M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

UBS Group held 1,674,173 shares of State Street SPDR S&P Dividend ETF worth $255M as of Q2 2026.
UBS Group bought 67 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $9.98K.
State Street SPDR S&P Dividend ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #544 holding.
UBS Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's State Street SPDR S&P Dividend ETF position peaked at $274M in Q4 2022.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.