Prosperity Consulting Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prosperity Consulting Group’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	$14.7M	Sell	96,333 -1,078	-1%	-$161K	0.55%	33
2026 Q1	$14.2M	Sell	97,411 -790	-0.8%	-$118K	0.63%	27
2025 Q4	$13.7M	Sell	98,201 -3,648	-4%	-$508K	0.61%	30
2025 Q3	$14.3M	Sell	101,849 -3,972	-4%	-$554K	0.7%	28
2025 Q2	$14.4M	Sell	105,821 -4,176	-4%	-$554K	1.05%	17
2025 Q1	$14.9M	Sell	109,997 -4,718	-4%	-$635K	1.15%	13
2024 Q4	$15.2M	Sell	114,715 -3,981	-3%	-$556K	1.14%	15
2024 Q3	$16.9M	Sell	118,696 -2,813	-2%	-$380K	1.32%	10
2024 Q2	$15.5M	Sell	121,509 -7,612	-6%	-$981K	2.1%	6
2024 Q1	$16.9M	Buy	129,121 +76,309	+144%	+$9.57M	2.12%	6
2023 Q4	$6.6M	Sell	52,812 -2,767	-5%	-$325K	2.21%	9
2023 Q3	$6.39M	Sell	55,579 -2,773	-5%	-$338K	2.94%	6
2023 Q2	$7.15M	Sell	58,352 -393	-0.7%	-$48K	4.39%	3
2023 Q1	$7.27M	Sell	58,745 -1,810	-3%	-$228K	4.59%	3
2022 Q4	$7.58M	Sell	60,555 -1,163	-2%	-$144K	5.05%	2
2022 Q3	$6.88M	Sell	61,718 -196	-0.3%	-$24.1K	5.65%	3
2022 Q2	$7.35M	Sell	61,914 -88	-0.1%	-$11K	6.37%	2
2022 Q1	$7.94M	Sell	62,002 -6,117	-9%	-$773K	5.9%	2
2021 Q4	$8.68M	Buy	+68,119	New	+$8.48M	6.51%	2

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

Prosperity Consulting Group's SDY Position: Q2 2026 in Review

Prosperity Consulting Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, selling an estimated $161K and leaving 96,333 shares worth $14.7M. The position accounts for 0.55% of the portfolio, ranked #33.

Prosperity Consulting Group first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.9M in Q1 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Prosperity Consulting Group held 96,333 shares of State Street SPDR S&P Dividend ETF worth $14.7M as of Q2 2026.
Prosperity Consulting Group sold 1,078 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $161K.
State Street SPDR S&P Dividend ETF made up 0.55% of Prosperity Consulting Group's portfolio in Q2 2026, its #33 holding.
Prosperity Consulting Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Prosperity Consulting Group's State Street SPDR S&P Dividend ETF position peaked at $16.9M in Q1 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.