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 $1.37T 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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group's SDY Position: Q1 2026 in Review

UBS Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q1 2026, selling an estimated $5.89M and leaving 1,674,106 shares worth $244M. The position accounts for 0.04% of the portfolio, ranked #522.

UBS Group first reported a position in SDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $274M in Q4 2022. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

UBS Group held 1,674,106 shares of State Street SPDR S&P Dividend ETF worth $244M as of Q1 2026.
UBS Group sold 39,506 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $5.89M.
State Street SPDR S&P Dividend ETF made up 0.04% of UBS Group's portfolio in Q1 2026, its #522 holding.
UBS Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR S&P Dividend ETF position peaked at $274M in Q4 2022.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.