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

Simplicity Wealth’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 Q1	$1.75M	Buy	11,992 +1,353	+13%	+$202K	0.1%	203
2025 Q4	$1.48M	Buy	10,639 +575	+6%	+$80K	0.09%	219
2025 Q3	$1.41M	Sell	10,064 -6,227	-38%	-$869K	0.08%	235
2025 Q2	$2.21M	Buy	16,291 +12,968	+390%	+$1.72M	0.09%	205
2025 Q1	$451K	Hold	3,323	–	–	0.04%	361
2024 Q4	$439K	Hold	3,323	–	–	0.09%	182
2024 Q3	$472K	Sell	3,323 -3,454	-51%	-$467K	0.04%	303
2024 Q2	$862K	Buy	6,777 +2,979	+78%	+$384K	0.02%	575
2024 Q1	$498K	Buy	+3,798	New	+$476K	0.01%	733

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Wealth's SDY Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q1 2026, buying an estimated $202K and bringing the position to 11,992 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #203.

Simplicity Wealth first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.21M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Simplicity Wealth held 11,992 shares of State Street SPDR S&P Dividend ETF worth $1.75M as of Q1 2026.
Simplicity Wealth bought 1,353 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $202K.
State Street SPDR S&P Dividend ETF made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #203 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's State Street SPDR S&P Dividend ETF position peaked at $2.21M in Q2 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.