Morgan Stanley
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Morgan Stanley’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Morgan Stanley’s Portfolio SPDG Stock Details SPDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58 Buy
+1
New +$45 ﹤0.01% 8056
2026
Q1 		– Sell
-1
Closed -$49 – 8490
2025
Q4 		$49 Hold
1
– – ﹤0.01% 7865
2025
Q3 		$53 Buy
+1
New +$39 ﹤0.01% 7826
2025
Q2 		– Sell
-1
Closed -$45 – 8268
2025
Q1 		$45 Hold
1
– – ﹤0.01% 7756
2024
Q4 		$47 Buy
+1
New +$38 ﹤0.01% 7628

Other funds holding SPDG

CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BOM
Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Morgan Stanley's SPDG Position: Q2 2026 in Review

Morgan Stanley opened a new position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) in Q2 2026: 1 share worth $58. The stake represents ﹤0.01% of the portfolio and ranks #8056 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in SPDG as recently as Q4 2025.

Morgan Stanley first reported a position in SPDG in Q4 2024 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold SPDG as of Q2 2026.

  • Morgan Stanley held 1 share of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $58 as of Q2 2026.
  • State Street SPDR Portfolio S&P Sector Neutral Dividend ETF was a new Morgan Stanley position in Q2 2026.
  • State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8056 holding.
  • Morgan Stanley first reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in Q4 2024 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.