PFG Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

PFG Investments’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	$4.2M	Buy	27,567 +2,805	+11%	+$418K	0.16%	122
2026 Q1	$3.61M	Buy	24,762 +3,243	+15%	+$483K	0.17%	109
2025 Q4	$2.99M	Buy	21,519 +49	+0.2%	+$6.82K	0.14%	129
2025 Q3	$3.01M	Sell	21,470 -78	-0.4%	-$10.9K	0.16%	120
2025 Q2	$2.92M	Sell	21,548 -1,090	-5%	-$145K	0.17%	111
2025 Q1	$3.07M	Buy	22,638 +7,712	+52%	+$1.04M	0.2%	94
2024 Q4	$1.97M	Buy	14,926 +542	+4%	+$75.7K	0.12%	158
2024 Q3	$2.04M	Buy	14,384 +61	+0.4%	+$8.25K	0.13%	153
2024 Q2	$1.82M	Buy	14,323 +1,265	+10%	+$163K	0.13%	156
2024 Q1	$1.71M	Buy	13,058 +4,607	+55%	+$578K	0.1%	226
2023 Q4	$1.06M	Buy	8,451 +86	+1%	+$10.1K	0.2%	128
2023 Q3	$962K	Buy	8,365 +867	+12%	+$106K	0.18%	124
2023 Q2	$919K	Buy	7,498 +1,964	+35%	+$240K	0.16%	139
2023 Q1	$685K	Buy	+5,534	New	+$696K	0.14%	166

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

PFG Investments's SDY Position: Q2 2026 in Review

PFG Investments increased its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q2 2026, buying an estimated $418K and bringing the position to 27,567 shares worth $4.2M. The position accounts for 0.16% of the portfolio, ranked #122.

PFG Investments first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

PFG Investments held 27,567 shares of State Street SPDR S&P Dividend ETF worth $4.2M as of Q2 2026.
PFG Investments bought 2,805 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $418K.
State Street SPDR S&P Dividend ETF made up 0.16% of PFG Investments's portfolio in Q2 2026, its #122 holding.
PFG Investments first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.