Accredited Investors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Accredited Investors’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	$746K	Sell	4,900 -45	-0.9%	-$6.7K	0.03%	140
2026 Q1	$722K	Sell	4,945 -30	-0.6%	-$4.47K	0.04%	133
2025 Q4	$692K	Hold	4,975	–	–	0.04%	137
2025 Q3	$697K	Sell	4,975 -415	-8%	-$57.9K	0.04%	122
2025 Q2	$732K	Buy	5,390 +490	+10%	+$65K	0.04%	113
2025 Q1	$665K	Hold	4,900	–	–	0.04%	111
2024 Q4	$647K	Hold	4,900	–	–	0.04%	112
2024 Q3	$696K	Buy	+4,900	New	+$663K	0.04%	110
2018 Q3	–	Sell	-4,452	Closed	-$413K	–	136
2018 Q2	$413K	Buy	+4,452	New	+$410K	0.11%	73

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

Accredited Investors's SDY Position: Q2 2026 in Review

Accredited Investors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.91% in Q2 2026, selling an estimated $6.7K and leaving 4,900 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #140.

Accredited Investors first reported a position in SDY in Q2 2018 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Accredited Investors held 4,900 shares of State Street SPDR S&P Dividend ETF worth $746K as of Q2 2026.
Accredited Investors sold 45 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $6.7K.
State Street SPDR S&P Dividend ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #140 holding.
Accredited Investors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and has held it in 9 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.