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

SBI 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 		$401K Sell
2,635
-99
-4% -$14.7K 0.01% 480
2026
Q1 		$399K Buy
2,734
+24
+0.9% +$3.58K 0.01% 457
2025
Q4 		$377K Buy
2,710
+28
+1% +$3.9K 0.01% 455
2025
Q3 		$376K Buy
2,682
+72
+3% +$10K 0.01% 457
2025
Q2 		$354K Sell
2,610
-99
-4% -$13.1K 0.01% 438
2025
Q1 		$368K Sell
2,709
-183
-6% -$24.6K 0.01% 398
2024
Q4 		$382K Buy
+2,892
New +$404K 0.01% 399

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SBI Securities's SDY Position: Q2 2026 in Review

SBI Securities reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.6% in Q2 2026, selling an estimated $14.7K and leaving 2,635 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #480.

SBI Securities first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • SBI Securities held 2,635 shares of State Street SPDR S&P Dividend ETF worth $401K as of Q2 2026.
  • SBI Securities sold 99 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $14.7K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #480 holding.
  • SBI Securities first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.