United Capital Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

United Capital Financial Advisors’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 Q1	$25.8M	Sell	176,671 -7,776	-4%	-$1.16M	0.16%	121
2025 Q4	$25.7M	Buy	184,447 +63,360	+52%	+$8.82M	0.15%	115
2025 Q3	$17M	Sell	121,087 -35,272	-23%	-$4.92M	0.12%	146
2025 Q2	$21.2M	Sell	156,359 -29,163	-16%	-$3.87M	0.17%	114
2025 Q1	$25.2M	Sell	185,522 -51,161	-22%	-$6.88M	0.22%	94
2024 Q4	$31.3M	Buy	236,683 +1,148	+0.5%	+$160K	0.26%	82
2024 Q3	$33.5M	Sell	235,535 -3,216	-1%	-$435K	0.28%	78
2024 Q2	$30.4M	Sell	238,751 -59,192	-20%	-$7.62M	0.26%	80
2024 Q1	$39.1M	Sell	297,943 -3,596	-1%	-$451K	0.32%	68
2023 Q4	$37.7M	Sell	301,539 -10,109	-3%	-$1.19M	0.31%	72
2023 Q3	$35.8M	Sell	311,648 -32,788	-10%	-$4M	0.23%	89
2023 Q2	$42.2M	Sell	344,436 -15,819	-4%	-$1.93M	0.23%	83
2023 Q1	$44.6M	Sell	360,255 -14,706	-4%	-$1.85M	0.25%	82
2022 Q4	$46.9M	Buy	374,961 +1,372	+0.4%	+$169K	0.26%	80
2022 Q3	$41.7M	Sell	373,589 -2,067	-0.6%	-$255K	0.25%	83
2022 Q2	$44.6M	Sell	375,656 -4,486	-1%	-$559K	0.24%	82
2022 Q1	$48.7M	Buy	380,142 +792	+0.2%	+$100K	0.24%	86
2021 Q4	$49M	Sell	379,350 -5,147	-1%	-$641K	0.23%	96
2021 Q3	$45.2M	Buy	384,497 +1,875	+0.5%	+$230K	0.23%	92
2021 Q2	$46.8M	Sell	382,622 -4,297	-1%	-$531K	0.24%	87
2021 Q1	$45.7M	Buy	386,919 +4,458	+1%	+$500K	0.25%	88
2020 Q4	$40.5M	Sell	382,461 -1,792	-0.5%	-$181K	0.24%	91
2020 Q3	$35.5M	Sell	384,253 -5,206	-1%	-$491K	0.23%	100
2020 Q2	$35.5M	Sell	389,459 -5,875	-1%	-$516K	0.26%	93
2020 Q1	$31.6M	Sell	395,334 -180	-0%	-$17.8K	0.26%	87
2019 Q4	$42.5M	Buy	395,514 +2,936	+0.7%	+$308K	0.27%	84
2019 Q3	$40.3M	Sell	392,578 -3,651	-0.9%	-$368K	0.28%	81
2019 Q2	$40M	Buy	396,229 +2,555	+0.6%	+$255K	0.26%	91
2019 Q1	$39.1M	Sell	393,674 -3,506	-0.9%	-$337K	0.28%	85
2018 Q4	$35.6M	Sell	397,180 -14,576	-4%	-$1.37M	0.28%	79
2018 Q3	$40.3M	Buy	411,756 +5,991	+1%	+$581K	0.28%	76
2018 Q2	$37.6M	Sell	405,765 -4,420	-1%	-$407K	0.28%	75
2018 Q1	$37.4M	Buy	410,185 +3,490	+0.9%	+$326K	0.29%	76
2017 Q4	$38.5M	Buy	406,695 +596	+0.1%	+$55.8K	0.3%	68
2017 Q3	$37.1M	Buy	406,099 +11,449	+3%	+$1.03M	0.31%	66
2017 Q2	$35.1M	Sell	394,650 -5,574	-1%	-$494K	0.31%	68
2017 Q1	$35.3M	Sell	400,224 -1,734	-0.4%	-$152K	0.33%	67
2016 Q4	$34.4M	Buy	401,958 +3,838	+1%	+$322K	0.33%	62
2016 Q3	$33.6M	Sell	398,120 -13,873	-3%	-$1.18M	0.33%	66
2016 Q2	$34.6M	Sell	411,993 -18,107	-4%	-$1.47M	0.35%	50
2016 Q1	$34.4M	Sell	430,100 -78,581	-15%	-$5.82M	0.38%	46
2015 Q4	$37.4M	Sell	508,681 -4,291	-0.8%	-$327K	0.43%	42
2015 Q3	$37M	Buy	512,972 +39,308	+8%	+$2.96M	0.44%	38
2015 Q2	$36.1M	Buy	473,664 +344	+0.1%	+$27K	0.42%	45
2015 Q1	$36.8M	Sell	473,320 -40,842	-8%	-$3.2M	0.45%	40
2014 Q4	$40.5M	Sell	514,162 -26,234	-5%	-$2.05M	0.61%	34
2014 Q3	$40.5M	Buy	540,396 +36,628	+7%	+$2.78M	0.7%	25
2014 Q2	$38.6M	Sell	503,768 -10,591	-2%	-$793K	0.72%	25
2014 Q1	$37.8M	Buy	514,359 +234,817	+84%	+$16.9M	0.81%	22
2013 Q4	$20.3M	Sell	279,542 -249,549	-47%	-$17.9M	0.69%	28
2013 Q3	$36.5M	Sell	529,091 -59,381	-10%	-$4.1M	1.16%	22
2013 Q2	$39M	Buy	+588,472	New	+$39.6M	1.04%	24

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

United Capital Financial Advisors's SDY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q1 2026, selling an estimated $1.16M and leaving 176,671 shares worth $25.8M. The position accounts for 0.16% of the portfolio, ranked #121.

United Capital Financial Advisors first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $49M in Q4 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

United Capital Financial Advisors held 176,671 shares of State Street SPDR S&P Dividend ETF worth $25.8M as of Q1 2026.
United Capital Financial Advisors sold 7,776 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.16M.
State Street SPDR S&P Dividend ETF made up 0.16% of United Capital Financial Advisors's portfolio in Q1 2026, its #121 holding.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $49M in Q4 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.