BIP Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BIP Wealth’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	$1.09M	Sell	7,189 -211	-3%	-$31.4K	0.03%	243
2026 Q1	$1.08M	Sell	7,400 -151	-2%	-$22.5K	0.04%	188
2025 Q4	$1.05M	Buy	7,551 +3,038	+67%	+$423K	0.04%	211
2025 Q3	$632K	Buy	4,513 +1,821	+68%	+$254K	0.03%	158
2025 Q2	$365K	Hold	2,692	–	–	0.02%	180
2025 Q1	$365K	Sell	2,692 -939	-26%	-$126K	0.02%	182
2024 Q4	$480K	Hold	3,631	–	–	0.03%	155
2024 Q3	$516K	Hold	3,631	–	–	0.04%	139
2024 Q2	$462K	Buy	3,631 +400	+12%	+$51.5K	0.04%	120
2024 Q1	$424K	Hold	3,231	–	–	0.03%	134
2023 Q4	$404K	Hold	3,231	–	–	0.03%	128
2023 Q3	$372K	Buy	3,231 +480	+17%	+$58.6K	0.03%	123
2023 Q2	$337K	Buy	+2,751	New	+$336K	0.03%	130

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

BIP Wealth's SDY Position: Q2 2026 in Review

BIP Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q2 2026, selling an estimated $31.4K and leaving 7,189 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #243.

BIP Wealth first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

BIP Wealth held 7,189 shares of State Street SPDR S&P Dividend ETF worth $1.09M as of Q2 2026.
BIP Wealth sold 211 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $31.4K.
State Street SPDR S&P Dividend ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #243 holding.
BIP Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.