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

Premier Private 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	$8.05M	Buy	52,930 +696	+1%	+$104K	7.05%	3
2026 Q1	$7.62M	Buy	52,234 +598	+1%	+$89.1K	8.04%	2
2025 Q4	$7.7M	Buy	+51,636	New	+$7.18M	7.99%	1

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

Premier Private Wealth Management's SDY Position: Q2 2026 in Review

Premier Private Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q2 2026, buying an estimated $104K and bringing the position to 52,930 shares worth $8.05M. The position accounts for 7.05% of the portfolio, ranked #3.

Premier Private Wealth Management first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Premier Private Wealth Management held 52,930 shares of State Street SPDR S&P Dividend ETF worth $8.05M as of Q2 2026.
Premier Private Wealth Management bought 696 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $104K.
State Street SPDR S&P Dividend ETF made up 7.05% of Premier Private Wealth Management's portfolio in Q2 2026, its #3 holding.
Premier Private Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.