Principle Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Principle Wealth Partners’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	$3.18M	Sell	20,917 -25	-0.1%	-$3.73K	0.16%	113
2026 Q1	$3.06M	Sell	20,942 -360	-2%	-$53.6K	0.17%	102
2025 Q4	$2.96M	Buy	21,302 +1,389	+7%	+$193K	0.17%	108
2025 Q3	$2.79M	Hold	19,913	–	–	0.16%	106
2025 Q2	$2.7M	Buy	19,913 +1,950	+11%	+$259K	0.17%	106
2025 Q1	$2.44M	Buy	17,963 +650	+4%	+$87.4K	0.17%	112
2024 Q4	$2.29M	Sell	17,313 -290	-2%	-$40.5K	0.16%	114
2024 Q3	$2.5M	Sell	17,603 -720	-4%	-$97.4K	0.18%	112
2024 Q2	$2.33M	Buy	18,323 +2,240	+14%	+$289K	0.18%	114
2024 Q1	$2.11M	Hold	16,083	–	–	0.16%	119
2023 Q4	$2.01M	Buy	16,083 +1,455	+10%	+$171K	0.17%	118
2023 Q3	$1.68M	Sell	14,628 -1,000	-6%	-$122K	0.17%	117
2023 Q2	$1.92M	Sell	15,628 -2,077	-12%	-$254K	0.19%	104
2023 Q1	$2.19M	Sell	17,705 -845	-5%	-$106K	0.23%	91
2022 Q4	$2.32M	Hold	18,550	–	–	0.26%	87
2022 Q3	$2.07K	Hold	18,550	–	–	0.2%	88
2022 Q2	$2.2M	Hold	18,550	–	–	0.27%	88
2022 Q1	$2.38M	Buy	18,550 +800	+5%	+$101K	0.25%	87
2021 Q4	$2.29M	Sell	17,750 -4,175	-19%	-$520K	0.24%	83
2021 Q3	$2.58M	Hold	21,925	–	–	0.3%	75
2021 Q2	$2.68M	Hold	21,925	–	–	0.3%	71
2021 Q1	$2.59M	Sell	21,925 -65	-0.3%	-$7.29K	0.3%	68
2020 Q4	$2.33M	Buy	21,990 +19,497	+782%	+$1.97M	0.31%	68
2020 Q3	$230K	Hold	2,493	–	–	0.06%	137
2020 Q2	$227K	Buy	+2,493	New	+$219K	0.07%	136
2020 Q1	–	Sell	-1,983	Closed	-$213K	–	162
2019 Q4	$213K	Sell	1,983 -1,286	-39%	-$135K	0.07%	155
2019 Q3	$335K	Sell	3,269 -32	-1%	-$3.23K	0.12%	117
2019 Q2	$333K	Hold	3,301	–	–	0.17%	95
2019 Q1	$328K	Buy	+3,301	New	+$317K	0.19%	95

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

Principle Wealth Partners's SDY Position: Q2 2026 in Review

Principle Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.12% in Q2 2026, selling an estimated $3.73K and leaving 20,917 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #113.

Principle Wealth Partners first reported a position in SDY in Q1 2019 and has held it in 29 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Principle Wealth Partners held 20,917 shares of State Street SPDR S&P Dividend ETF worth $3.18M as of Q2 2026.
Principle Wealth Partners sold 25 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.73K.
State Street SPDR S&P Dividend ETF made up 0.16% of Principle Wealth Partners's portfolio in Q2 2026, its #113 holding.
Principle Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 29 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.