Midwest Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Midwest Trust’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	$17.1M	Buy	112,374 +1,137	+1%	+$169K	0.19%	112
2026 Q1	$16.2M	Sell	111,237 -2,296	-2%	-$342K	0.2%	112
2025 Q4	$15.8M	Buy	113,533 +2,792	+3%	+$388K	0.2%	116
2025 Q3	$15.5M	Sell	110,741 -2,125	-2%	-$296K	0.2%	118
2025 Q2	$15.3M	Buy	+112,866	New	+$15M	0.21%	114

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

Midwest Trust's SDY Position: Q2 2026 in Review

Midwest Trust increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1% in Q2 2026, buying an estimated $169K and bringing the position to 112,374 shares worth $17.1M. The position accounts for 0.19% of the portfolio, ranked #112.

Midwest Trust first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Midwest Trust held 112,374 shares of State Street SPDR S&P Dividend ETF worth $17.1M as of Q2 2026.
Midwest Trust bought 1,137 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $169K.
State Street SPDR S&P Dividend ETF made up 0.19% of Midwest Trust's portfolio in Q2 2026, its #112 holding.
Midwest Trust first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.