UHLMANN PRICE SECURITIES’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

UHLMANN PRICE SECURITIES’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	$655K	Buy	4,301 +13	+0.3%	+$1.94K	0.02%	114
2026 Q1	$626K	Buy	4,288 +4	+0.1%	+$596	0.04%	106
2025 Q4	$596K	Buy	4,284 +4	+0.1%	+$557	0.35%	72
2025 Q3	$599K	Buy	4,280 +517	+14%	+$72.1K	0.37%	67
2025 Q2	$511K	Sell	3,763 -1,304	-26%	-$173K	0.36%	69
2025 Q1	$687K	Buy	5,067 +4	+0.1%	+$538	0.51%	47
2024 Q4	$669K	Buy	5,063 +5	+0.1%	+$698	0.5%	45
2024 Q3	$718K	Buy	+5,058	New	+$684K	0.57%	41

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

UHLMANN PRICE SECURITIES's SDY Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.3% in Q2 2026, buying an estimated $1.94K and bringing the position to 4,301 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #114.

UHLMANN PRICE SECURITIES first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $718K in Q3 2024. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

UHLMANN PRICE SECURITIES held 4,301 shares of State Street SPDR S&P Dividend ETF worth $655K as of Q2 2026.
UHLMANN PRICE SECURITIES bought 13 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.94K.
State Street SPDR S&P Dividend ETF made up 0.02% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #114 holding.
UHLMANN PRICE SECURITIES first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
UHLMANN PRICE SECURITIES's State Street SPDR S&P Dividend ETF position peaked at $718K in Q3 2024.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.