Financial Engines Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Engines 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	$2.61M	Sell	17,167 -608	-3%	-$90.6K	﹤0.01%	211
2026 Q1	$2.59M	Buy	17,775 +843	+5%	+$126K	0.01%	198
2025 Q4	$2.36M	Buy	16,932 +134	+0.8%	+$18.6K	﹤0.01%	220
2025 Q3	$2.35M	Sell	16,798 -69	-0.4%	-$9.63K	﹤0.01%	210
2025 Q2	$2.29M	Buy	16,867 +11,477	+213%	+$1.52M	﹤0.01%	203
2025 Q1	$731K	Sell	5,390 -20	-0.4%	-$2.69K	﹤0.01%	293
2024 Q4	$715K	Buy	5,410 +41	+0.8%	+$5.73K	﹤0.01%	295
2024 Q3	$763K	Sell	5,369 -127	-2%	-$17.2K	﹤0.01%	250
2024 Q2	$699K	Buy	5,496 +526	+11%	+$67.8K	﹤0.01%	234
2024 Q1	$652K	Buy	4,970 +1,628	+49%	+$204K	﹤0.01%	226
2023 Q4	$418K	Buy	3,342 +404	+14%	+$47.4K	﹤0.01%	244
2023 Q3	$338K	Hold	2,938	–	–	﹤0.01%	232
2023 Q2	$360K	Buy	2,938 +157	+6%	+$19.2K	﹤0.01%	233
2023 Q1	$344K	Buy	2,781 +45	+2%	+$5.66K	﹤0.01%	231
2022 Q4	$342K	Buy	2,736 +237	+9%	+$29.3K	﹤0.01%	236
2022 Q3	$278K	Buy	2,499 +51	+2%	+$6.28K	﹤0.01%	248
2022 Q2	$290K	Hold	2,448	–	–	﹤0.01%	258
2022 Q1	$314K	Buy	2,448 +44	+2%	+$5.56K	﹤0.01%	251
2021 Q4	$310K	Hold	2,404	–	–	﹤0.01%	211
2021 Q3	$282K	Buy	+2,404	New	+$294K	﹤0.01%	224
2021 Q2	–	Sell	-1,946	Closed	-$230K	–	253
2021 Q1	$230K	Buy	+1,946	New	+$218K	﹤0.01%	248

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

Financial Engines Advisors's SDY Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.4% in Q2 2026, selling an estimated $90.6K and leaving 17,167 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Financial Engines Advisors first reported a position in SDY in Q1 2021 and has held it in 21 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Engines Advisors held 17,167 shares of State Street SPDR S&P Dividend ETF worth $2.61M as of Q2 2026.
Financial Engines Advisors sold 608 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $90.6K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #211 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 21 quarters since.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.