Acropolis Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Acropolis Investment Management’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	$439K	Hold	2,885	–	–	0.02%	199
2026 Q1	$421K	Hold	2,885	–	–	0.02%	196
2025 Q4	$401K	Sell	2,885 -137	-5%	-$19.1K	0.02%	198
2025 Q3	$410K	Hold	3,022	–	–	0.02%	188
2025 Q2	$410K	Sell	3,022 -300	-9%	-$39.8K	0.02%	170
2025 Q1	$451K	Hold	3,322	–	–	0.03%	160
2024 Q4	$439K	Sell	3,322 -425	-11%	-$59.4K	0.03%	158
2024 Q3	$532K	Hold	3,747	–	–	0.03%	145
2024 Q2	$476K	Hold	3,747	–	–	0.03%	148
2024 Q1	$492K	Sell	3,747 -311	-8%	-$39K	0.03%	149
2023 Q4	$507K	Buy	4,058 +275	+7%	+$32.3K	0.04%	141
2023 Q3	$435K	Hold	3,783	–	–	0.03%	143
2023 Q2	$464K	Hold	3,783	–	–	0.04%	142
2023 Q1	$468K	Hold	3,783	–	–	0.04%	143
2022 Q4	$473K	Hold	3,783	–	–	0.04%	132
2022 Q3	$422K	Buy	3,783 +2	+0.1%	+$246	0.04%	135
2022 Q2	$449K	Buy	3,781 +2	+0.1%	+$249	0.04%	132
2022 Q1	$484K	Buy	3,779 +2	+0.1%	+$253	0.04%	129
2021 Q4	$488K	Buy	3,777 +2	+0.1%	+$249	0.04%	127
2021 Q3	$428K	Sell	3,775 -242	-6%	-$29.6K	0.05%	129
2021 Q2	$491K	Sell	4,017 -80	-2%	-$9.89K	0.05%	123
2021 Q1	$484K	Sell	4,097 -225	-5%	-$25.2K	0.05%	122
2020 Q4	$458K	Hold	4,322	–	–	0.05%	113
2020 Q3	$399K	Hold	4,322	–	–	0.05%	121
2020 Q2	$394K	Hold	4,322	–	–	0.05%	112
2020 Q1	$345K	Sell	4,322 -1,125	-21%	-$111K	0.05%	113
2019 Q4	$586K	Buy	5,447 +300	+6%	+$31.5K	0.08%	92
2019 Q3	$528K	Buy	5,147 +136	+3%	+$13.7K	0.08%	93
2019 Q2	$505K	Hold	5,011	–	–	0.08%	91
2019 Q1	$498K	Hold	5,011	–	–	0.08%	87
2018 Q4	$447K	Buy	5,011 +20	+0.4%	+$1.89K	0.08%	86
2018 Q3	$489K	Hold	4,991	–	–	0.08%	86
2018 Q2	$463K	Buy	4,991 +150	+3%	+$13.8K	0.08%	83
2018 Q1	$441K	Hold	4,841	–	–	0.07%	93
2017 Q4	$457K	Hold	4,841	–	–	0.07%	94
2017 Q3	$442K	Hold	4,841	–	–	0.07%	90
2017 Q2	$430K	Buy	4,841 +851	+21%	+$75.4K	0.07%	93
2017 Q1	$352K	Hold	3,990	–	–	0.06%	99
2016 Q4	$341K	Hold	3,990	–	–	0.06%	101
2016 Q3	$337K	Hold	3,990	–	–	0.06%	99
2016 Q2	$335K	Hold	3,990	–	–	0.06%	101
2016 Q1	$319K	Hold	3,990	–	–	0.06%	102
2015 Q4	$294K	Hold	3,990	–	–	0.06%	104
2015 Q3	$288K	Hold	3,990	–	–	0.06%	101
2015 Q2	$304K	Hold	3,990	–	–	0.06%	96
2015 Q1	$312K	Buy	+3,990	New	+$313K	0.06%	101

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

Acropolis Investment Management's SDY Position: Q2 2026 in Review

Acropolis Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,885 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #199.

Acropolis Investment Management first reported a position in SDY in Q1 2015 and has held it in 46 quarters since. The position peaked at $586K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Acropolis Investment Management held 2,885 shares of State Street SPDR S&P Dividend ETF worth $439K as of Q2 2026.
Acropolis Investment Management 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 Acropolis Investment Management's portfolio in Q2 2026, its #199 holding.
Acropolis Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and has held it in 46 quarters since.
Acropolis Investment Management's State Street SPDR S&P Dividend ETF position peaked at $586K in Q4 2019.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.