Institute for Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Institute for Wealth Management’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	$321K	Hold	2,109	–	–	0.03%	412
2026 Q1	$308K	Hold	2,109	–	–	0.03%	418
2025 Q4	$293K	Sell	2,109 -89	-4%	-$12.4K	0.03%	435
2025 Q3	$308K	Sell	2,198 -120	-5%	-$16.7K	0.03%	445
2025 Q2	$315K	Hold	2,318	–	–	0.04%	425
2025 Q1	$315K	Buy	2,318 +89	+4%	+$12K	0.04%	405
2024 Q4	$294K	Hold	2,229	–	–	0.04%	401
2024 Q3	$317K	Hold	2,229	–	–	0.04%	404
2024 Q2	$283K	Hold	2,229	–	–	0.04%	396
2024 Q1	$293K	Hold	2,229	–	–	0.04%	398
2023 Q4	$279K	Sell	2,229 -39	-2%	-$4.58K	0.05%	388
2023 Q3	$261K	Sell	2,268 -200	-8%	-$24.4K	0.05%	377
2023 Q2	$303K	Hold	2,468	–	–	0.05%	363
2023 Q1	$305K	Hold	2,468	–	–	0.06%	347
2022 Q4	$309K	Hold	2,468	–	–	0.06%	345
2022 Q3	$275K	Sell	2,468 -83	-3%	-$10.2K	0.06%	356
2022 Q2	$303K	Hold	2,551	–	–	0.06%	391
2022 Q1	$327K	Hold	2,551	–	–	0.05%	404
2021 Q4	$329K	Hold	2,551	–	–	0.05%	358
2021 Q3	$300K	Hold	2,551	–	–	0.05%	378
2021 Q2	$312K	Hold	2,551	–	–	0.05%	365
2021 Q1	$301K	Hold	2,551	–	–	0.06%	359
2020 Q4	$270K	Hold	2,551	–	–	0.05%	369
2020 Q3	$236K	Sell	2,551 -372	-13%	-$35.1K	0.05%	371
2020 Q2	$267K	Hold	2,923	–	–	0.07%	341
2020 Q1	$233K	Buy	2,923 +53	+2%	+$5.23K	0.07%	338
2019 Q4	$309K	Sell	2,870 -79	-3%	-$8.29K	0.07%	340
2019 Q3	$303K	Hold	2,949	–	–	0.08%	322
2019 Q2	$297K	Buy	2,949 +79	+3%	+$7.9K	0.07%	357
2019 Q1	$285K	Hold	2,870	–	–	0.06%	348
2018 Q4	$257K	Buy	+2,870	New	+$271K	0.11%	214
2018 Q1	–	Sell	-3,452	Closed	-$326K	–	379
2017 Q4	$326K	Buy	+3,452	New	+$323K	0.08%	293
2017 Q3	–	Sell	-2,428	Closed	-$215K	–	373
2017 Q2	$215K	Buy	+2,428	New	+$215K	0.06%	367

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

Institute for Wealth Management's SDY Position: Q2 2026 in Review

Institute for Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,109 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #412.

Institute for Wealth Management first reported a position in SDY in Q2 2017 and has held it in 33 quarters since. The position peaked at $329K in Q4 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Institute for Wealth Management held 2,109 shares of State Street SPDR S&P Dividend ETF worth $321K as of Q2 2026.
Institute for Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #412 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 33 quarters since.
Institute for Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $329K in Q4 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.