Washington Trust Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Washington Trust 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 Q2	$281K	Hold	1,844	–	–	0.02%	204
2026 Q1	$269K	Hold	1,844	–	–	0.02%	197
2025 Q4	$257K	Hold	1,844	–	–	0.02%	199
2025 Q3	$258K	Hold	1,844	–	–	0.02%	200
2025 Q2	$250K	Sell	1,844 -1,611	-47%	-$214K	0.02%	181
2025 Q1	$469K	Hold	3,455	–	–	0.04%	132
2024 Q4	$456K	Hold	3,455	–	–	0.04%	133
2024 Q3	$491K	Hold	3,455	–	–	0.04%	129
2024 Q2	$439K	Buy	3,455 +78	+2%	+$10K	0.04%	133
2024 Q1	$443K	Hold	3,377	–	–	0.04%	131
2023 Q4	$422K	Hold	3,377	–	–	0.04%	136
2023 Q3	$388K	Hold	3,377	–	–	0.04%	133
2023 Q2	$414K	Hold	3,377	–	–	0.04%	130
2023 Q1	$418K	Buy	3,377 +1,555	+85%	+$196K	0.04%	128
2022 Q4	$228K	Hold	1,822	–	–	0.02%	174
2022 Q3	$203K	Hold	1,822	–	–	0.02%	203
2022 Q2	$216K	Hold	1,822	–	–	0.02%	197
2022 Q1	$233K	Hold	1,822	–	–	0.02%	217
2021 Q4	$235K	Buy	+1,822	New	+$227K	0.02%	230

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

Washington Trust Advisors's SDY Position: Q2 2026 in Review

Washington Trust Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,844 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #204.

Washington Trust Advisors first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $491K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Washington Trust Advisors held 1,844 shares of State Street SPDR S&P Dividend ETF worth $281K as of Q2 2026.
Washington Trust Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #204 holding.
Washington Trust Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's State Street SPDR S&P Dividend ETF position peaked at $491K in Q3 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.