BOLTON SECURITIES CORPORATION’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BOLTON SECURITIES CORPORATION’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	$510K	Buy	+3,496	New	+$521K	0.02%	542
2025 Q3	$528K	Buy	+3,773	New	+$526K	0.03%	500
2025 Q1	$518K	Buy	+3,816	New	+$513K	0.03%	467

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 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 $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SDY Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 3,496 shares worth $510K. The stake represents 0.02% of the portfolio and ranks #542 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SDY as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SDY in Q1 2025 and has held it in 3 quarters since. The position peaked at $528K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

BOLTON SECURITIES CORPORATION held 3,496 shares of State Street SPDR S&P Dividend ETF worth $510K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #542 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR S&P Dividend ETF position peaked at $528K in Q3 2025.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.