S.E.E.D. Planning Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

S.E.E.D. Planning 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	$409K	Hold	2,687	–	–	0.11%	79
2026 Q1	$392K	Hold	2,687	–	–	0.11%	68
2025 Q4	$374K	Sell	2,687 -123	-4%	-$17.1K	0.11%	62
2025 Q3	$394K	Buy	2,810 +123	+5%	+$17.2K	0.11%	62
2025 Q2	$365K	Hold	2,687	–	–	0.11%	65
2025 Q1	$365K	Hold	2,687	–	–	0.12%	66
2024 Q4	$355K	Hold	2,687	–	–	0.12%	71
2024 Q3	$382K	Hold	2,687	–	–	0.13%	66
2024 Q2	$342K	Hold	2,687	–	–	0.12%	65
2024 Q1	$353K	Hold	2,687	–	–	0.13%	66
2023 Q4	$336K	Hold	2,687	–	–	0.14%	67
2023 Q3	$309K	Hold	2,687	–	–	0.12%	64
2023 Q2	$329K	Hold	2,687	–	–	0.12%	65
2023 Q1	$332K	Hold	2,687	–	–	0.13%	67
2022 Q4	$336K	Buy	+2,687	New	+$332K	0.15%	63

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

S.E.E.D. Planning Group's SDY Position: Q2 2026 in Review

S.E.E.D. Planning Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,687 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #79.

S.E.E.D. Planning Group first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

S.E.E.D. Planning Group held 2,687 shares of State Street SPDR S&P Dividend ETF worth $409K as of Q2 2026.
S.E.E.D. Planning Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.11% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #79 holding.
S.E.E.D. Planning Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.