Principal Securities’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Principal Securities’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	$1.77M	Sell	12,118 -276	-2%	-$41.1K	0.03%	540
2025 Q4	$1.72M	Sell	12,394 -347	-3%	-$48.3K	0.03%	526
2025 Q3	$1.78M	Sell	12,741 -1,054	-8%	-$147K	0.03%	490
2025 Q2	$1.87M	Buy	13,795 +78	+0.6%	+$10.3K	0.04%	435
2025 Q1	$1.81M	Hold	13,717	–	–	0.04%	392
2024 Q4	$1.81M	Sell	13,717 -29	-0.2%	-$4.05K	0.04%	389
2024 Q3	$1.95M	Sell	13,746 -333	-2%	-$45K	0.05%	356
2024 Q2	$1.79M	Sell	14,079 -254	-2%	-$32.7K	0.05%	325
2024 Q1	$1.88M	Sell	14,333 -2,036	-12%	-$255K	0.06%	287
2023 Q4	$2.05M	Buy	+16,369	New	+$1.92M	0.08%	244

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 $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

Principal Securities's SDY Position: Q1 2026 in Review

Principal Securities reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.2% in Q1 2026, selling an estimated $41.1K and leaving 12,118 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #540.

Principal Securities first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Principal Securities held 12,118 shares of State Street SPDR S&P Dividend ETF worth $1.77M as of Q1 2026.
Principal Securities sold 276 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $41.1K.
State Street SPDR S&P Dividend ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #540 holding.
Principal Securities first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street SPDR S&P Dividend ETF position peaked at $2.05M in Q4 2023.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.