Capital Group Private Client Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capital Group Private Client Services’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	$872K	Buy	5,729 +22	+0.4%	+$3.28K	0.01%	208
2026 Q1	$833K	Buy	5,707 +28	+0.5%	+$4.17K	0.01%	193
2025 Q4	$790K	Buy	5,679 +25	+0.4%	+$3.48K	0.01%	215
2025 Q3	$792K	Buy	5,654 +396	+8%	+$55.2K	0.01%	219
2025 Q2	$714K	Buy	5,258 +20	+0.4%	+$2.65K	0.01%	246
2025 Q1	$711K	Buy	5,238 +22	+0.4%	+$2.96K	0.01%	241
2024 Q4	$689K	Buy	5,216 +1,462	+39%	+$204K	0.01%	238
2024 Q3	$533K	Sell	3,754 -2,693	-42%	-$364K	0.01%	241
2024 Q2	$820K	Buy	6,447 +54	+0.8%	+$6.96K	0.01%	229
2024 Q1	$839K	Buy	6,393 +1,504	+31%	+$189K	0.01%	225
2023 Q4	$611K	Buy	4,889 +25	+0.5%	+$2.94K	0.01%	229
2023 Q3	$559K	Buy	4,864 +1,935	+66%	+$236K	0.01%	219
2023 Q2	$359K	Buy	2,929 +153	+6%	+$18.7K	﹤0.01%	223
2023 Q1	$343K	Buy	2,776 +16	+0.6%	+$2.01K	﹤0.01%	225
2022 Q4	$345K	Sell	2,760 -99	-3%	-$12.2K	﹤0.01%	222
2022 Q3	$319K	Buy	2,859 +19	+0.7%	+$2.34K	﹤0.01%	220
2022 Q2	$337K	Buy	+2,840	New	+$354K	﹤0.01%	217

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

Capital Group Private Client Services's SDY Position: Q2 2026 in Review

Capital Group Private Client Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.39% in Q2 2026, buying an estimated $3.28K and bringing the position to 5,729 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #208.

Capital Group Private Client Services first reported a position in SDY in Q2 2022 and has held it in 17 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Capital Group Private Client Services held 5,729 shares of State Street SPDR S&P Dividend ETF worth $872K as of Q2 2026.
Capital Group Private Client Services bought 22 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.28K.
State Street SPDR S&P Dividend ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #208 holding.
Capital Group Private Client Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 17 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.