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

Destiny Wealth 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	$5.12M	Sell	33,022 -35,865	-52%	-$5.34M	0.72%	39
2026 Q1	$10.1M	Sell	68,887 -208	-0.3%	-$31K	1.1%	34
2025 Q4	$10.1M	Buy	69,095 +14	+0%	+$1.95K	1.16%	33
2025 Q3	$9.67M	Sell	69,081 -740	-1%	-$103K	1.19%	30
2025 Q2	$9.48M	Buy	69,821 +933	+1%	+$124K	1.27%	27
2025 Q1	$9.35M	Buy	68,888 +69	+0.1%	+$9.28K	1.48%	22
2024 Q4	$9.09M	Sell	68,819 -4	-0%	-$559	1.49%	21
2024 Q3	$9.78M	Sell	68,823 -184	-0.3%	-$24.9K	1.71%	20
2024 Q2	$8.78M	Sell	69,007 -2,368	-3%	-$305K	1.58%	23
2024 Q1	$9.37M	Buy	71,375 +27	+0%	+$3.39K	1.68%	22
2023 Q4	$8.85M	Sell	71,348 -542	-0.8%	-$63.6K	1.66%	24
2023 Q3	$8.27M	Buy	71,890 +371	+0.5%	+$45.3K	1.67%	22
2023 Q2	$9.03M	Buy	71,519 +816	+1%	+$99.7K	1.73%	16
2023 Q1	$8.75M	Sell	70,703 -198	-0.3%	-$24.9K	1.81%	16
2022 Q4	$8.87M	Sell	70,901 -271	-0.4%	-$33.5K	1.92%	15
2022 Q3	$7.94M	Sell	71,172 -511	-0.7%	-$62.9K	1.78%	17
2022 Q2	$8.51M	Buy	71,683 +197	+0.3%	+$24.6K	1.87%	15
2022 Q1	$9.16M	Sell	71,486 -392	-0.5%	-$49.5K	1.78%	18
2021 Q4	$9.28M	Buy	71,878 +1,290	+2%	+$161K	1.79%	15
2021 Q3	$8.3M	Buy	70,588 +77	+0.1%	+$9.43K	1.67%	18
2021 Q2	$8.62M	Buy	70,511 +1,158	+2%	+$143K	1.65%	18
2021 Q1	$8.19M	Sell	69,353 -1,555	-2%	-$174K	1.71%	19
2020 Q4	$7.51M	Buy	+70,908	New	+$7.17M	1.57%	17

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

Destiny Wealth Partners's SDY Position: Q2 2026 in Review

Destiny Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 52% in Q2 2026, selling an estimated $5.34M and leaving 33,022 shares worth $5.12M. The position accounts for 0.72% of the portfolio, ranked #39.

Destiny Wealth Partners first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Destiny Wealth Partners held 33,022 shares of State Street SPDR S&P Dividend ETF worth $5.12M as of Q2 2026.
Destiny Wealth Partners sold 35,865 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.34M.
State Street SPDR S&P Dividend ETF made up 0.72% of Destiny Wealth Partners's portfolio in Q2 2026, its #39 holding.
Destiny Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Destiny Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $10.1M in Q4 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.