Fifth Third Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fifth Third Wealth Advisors’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	$8.66M	Sell	56,911 -709	-1%	-$106K	0.24%	72
2026 Q1	$8.41M	Sell	57,620 -2,877	-5%	-$429K	0.28%	63
2025 Q4	$8.42M	Sell	60,497 -1,079	-2%	-$150K	0.3%	51
2025 Q3	$8.62M	Buy	61,576 +1,609	+3%	+$224K	0.32%	50
2025 Q2	$8.14M	Buy	59,967 +1,122	+2%	+$149K	0.34%	49
2025 Q1	$7.98M	Buy	58,845 +2,443	+4%	+$329K	0.41%	37
2024 Q4	$7.45M	Buy	56,402 +775	+1%	+$108K	0.4%	37
2024 Q3	$7.9M	Buy	55,627 +8,393	+18%	+$1.14M	0.48%	31
2024 Q2	$6.01M	Buy	47,234 +19,389	+70%	+$2.5M	0.46%	33
2024 Q1	$3.65M	Buy	27,845 +24,962	+866%	+$3.13M	0.57%	27
2023 Q4	$360K	Buy	2,883 +270	+10%	+$31.7K	0.12%	133
2023 Q3	$301K	Hold	2,613	–	–	0.12%	138
2023 Q2	$320K	Buy	+2,613	New	+$319K	0.21%	110

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

Fifth Third Wealth Advisors's SDY Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2026, selling an estimated $106K and leaving 56,911 shares worth $8.66M. The position accounts for 0.24% of the portfolio, ranked #72.

Fifth Third Wealth Advisors first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Fifth Third Wealth Advisors held 56,911 shares of State Street SPDR S&P Dividend ETF worth $8.66M as of Q2 2026.
Fifth Third Wealth Advisors sold 709 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $106K.
State Street SPDR S&P Dividend ETF made up 0.24% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Fifth Third Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.