Blueprint Investment Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Blueprint Investment Partners’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	$3.85M	Hold	25,272	–	–	0.32%	58
2026 Q1	$3.69M	Buy	25,272 +1,645	+7%	+$245K	0.38%	51
2025 Q4	$3.29M	Sell	23,627 -135	-0.6%	-$18.8K	0.35%	54
2025 Q3	$3.33M	Buy	23,762 +2,043	+9%	+$285K	0.47%	49
2025 Q2	$2.95M	Buy	+21,719	New	+$2.88M	0.52%	48

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

Blueprint Investment Partners's SDY Position: Q2 2026 in Review

Blueprint Investment Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 25,272 shares worth $3.85M. The position accounts for 0.32% of the portfolio, ranked #58.

Blueprint Investment Partners first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Blueprint Investment Partners held 25,272 shares of State Street SPDR S&P Dividend ETF worth $3.85M as of Q2 2026.
Blueprint Investment Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.32% of Blueprint Investment Partners's portfolio in Q2 2026, its #58 holding.
Blueprint Investment Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.