Zions Bancorporation, National Association’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Zions Bancorporation, National Association’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	–	Sell	-732	Closed	-$107K	–	1706
2026 Q1	$107K	Hold	732	–	–	0.01%	405
2025 Q4	$102K	Hold	732	–	–	﹤0.01%	514
2025 Q3	$103K	Hold	732	–	–	0.01%	453
2025 Q2	$99.4K	Buy	732 +192	+36%	+$25.5K	0.01%	418
2025 Q1	$73.3K	Buy	+540	New	+$72.6K	﹤0.01%	439

Other funds holding SDY

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Zions Bancorporation, National Association's SDY Position: Q2 2026 in Review

Zions Bancorporation, National Association sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 732 shares — an estimated $107K sold.

Zions Bancorporation, National Association first reported a position in SDY in Q1 2025 and held it in 5 quarters. The position peaked at $107K in Q1 2026. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Zions Bancorporation, National Association reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Zions Bancorporation, National Association sold 732 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $107K.
Zions Bancorporation, National Association first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and held it in 5 quarters.
Zions Bancorporation, National Association's State Street SPDR S&P Dividend ETF position peaked at $107K in Q1 2026.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.