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 Q2	$1.57M	Sell	10,307 -1,811	-15%	-$270K	0.02%	638
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 $1.55T 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

Principal Securities's SDY Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q2 2026, selling an estimated $270K and leaving 10,307 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #638.

Principal Securities first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2023. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Principal Securities held 10,307 shares of State Street SPDR S&P Dividend ETF worth $1.57M as of Q2 2026.
Principal Securities sold 1,811 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $270K.
State Street SPDR S&P Dividend ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #638 holding.
Principal Securities first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's State Street SPDR S&P Dividend ETF position peaked at $2.05M in Q4 2023.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.