Index Fund Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Index Fund 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 Q1	–	Sell	-4,057	Closed	-$565K	–	153
2025 Q4	$565K	Sell	4,057 -5,263	-56%	-$732K	0.03%	86
2025 Q3	$1.31M	Sell	9,320 -1,432	-13%	-$200K	0.06%	50
2025 Q2	$1.46M	Sell	10,752 -1,489	-12%	-$197K	0.08%	41
2025 Q1	$1.66M	Hold	12,241	–	–	0.1%	26
2024 Q4	$1.62M	Hold	12,241	–	–	0.09%	31
2024 Q3	$1.74M	Hold	12,241	–	–	0.09%	30
2024 Q2	$1.56M	Hold	12,241	–	–	0.09%	31
2024 Q1	$1.61M	Hold	12,241	–	–	0.09%	29
2023 Q4	$1.53M	Hold	12,241	–	–	0.09%	28
2023 Q3	$1.41M	Hold	12,241	–	–	0.09%	27
2023 Q2	$1.5M	Hold	12,241	–	–	0.1%	27
2023 Q1	$1.51M	Sell	12,241 -11,275	-48%	-$1.42M	0.1%	22
2022 Q4	$2.94M	Buy	+23,516	New	+$2.9M	0.21%	14

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Index Fund Advisors's SDY Position: Q1 2026 in Review

Index Fund Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 4,057 shares — an estimated $565K sold.

Index Fund Advisors first reported a position in SDY in Q4 2022 and held it in 13 quarters. The position peaked at $2.94M in Q4 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Index Fund Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Index Fund Advisors sold 4,057 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $565K.
Index Fund Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 13 quarters.
Index Fund Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.94M in Q4 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.