Stonebridge Financial Group, LLC/CA’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$3.38M	Buy	+22,236	New	+$3.31M	0.47%	48

Other funds holding SDY

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SDY Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 22,236 shares worth $3.38M. The stake represents 0.47% of the portfolio and ranks #48 among its holdings.

1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 22,236 shares of State Street SPDR S&P Dividend ETF worth $3.38M as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.47% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #48 holding.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.