Jim Simons’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Jim Simons’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	$934K	Buy	+6,400	New	+$954K	﹤0.01%	2309
2025 Q3	–	Sell	-11,800	Closed	-$1.6M	–	3853
2025 Q2	$1.6M	Sell	11,800 -17,600	-60%	-$2.33M	﹤0.01%	2253
2025 Q1	$3.99M	Buy	29,400 +24,000	+444%	+$3.23M	0.01%	1560
2024 Q4	$713K	Sell	5,400 -1,800	-25%	-$251K	﹤0.01%	2671
2024 Q3	$1.02M	Buy	7,200 +5,000	+227%	+$676K	﹤0.01%	2436
2024 Q2	$280K	Sell	2,200 -12,400	-85%	-$1.6M	﹤0.01%	2934
2024 Q1	$1.92M	Buy	+14,600	New	+$1.83M	﹤0.01%	2057
2023 Q3	–	Sell	-3,400	Closed	-$417K	–	4056
2023 Q2	$417K	Buy	3,400 +800	+31%	+$97.7K	﹤0.01%	2974
2023 Q1	$322K	Sell	2,600 -11,700	-82%	-$1.47M	﹤0.01%	3082
2022 Q4	$1.79M	Sell	14,300 -4,000	-22%	-$494K	﹤0.01%	2144
2022 Q3	$2.04M	Buy	+18,300	New	+$2.25M	﹤0.01%	1991
2022 Q2	–	Sell	-18,500	Closed	-$2.37M	–	4528
2022 Q1	$2.37M	Buy	18,500 +900	+5%	+$114K	﹤0.01%	2112
2021 Q4	$2.27M	Buy	+17,600	New	+$2.19M	﹤0.01%	2044
2020 Q4	–	Sell	-13,100	Closed	-$1.21M	–	3683
2020 Q3	$1.21M	Buy	13,100 +10,100	+337%	+$953K	﹤0.01%	2414
2020 Q2	$274K	Buy	+3,000	New	+$264K	﹤0.01%	3071

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 $445B AUM 25.58% 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

Jim Simons's SDY Position: Q1 2026 in Review

Jim Simons opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 6,400 shares worth $934K. The stake represents ﹤0.01% of the portfolio and ranks #2309 among its holdings. This is a return to the name: Jim Simons previously reported a position in SDY as recently as Q2 2025.

Jim Simons first reported a position in SDY in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.99M in Q1 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Jim Simons held 6,400 shares of State Street SPDR S&P Dividend ETF worth $934K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new Jim Simons position in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2309 holding.
Jim Simons first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 15 quarters since.
Jim Simons's State Street SPDR S&P Dividend ETF position peaked at $3.99M in Q1 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.