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 Q2	$1.96M	Buy	12,850 +858	+7%	+$128K	0.07%	284
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 $1.55T 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

Simplicity Wealth's SDY Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 7.2% in Q2 2026, buying an estimated $128K and bringing the position to 12,850 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #284.

Simplicity Wealth first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q2 2025. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Simplicity Wealth held 12,850 shares of State Street SPDR S&P Dividend ETF worth $1.96M as of Q2 2026.
Simplicity Wealth bought 858 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $128K.
State Street SPDR S&P Dividend ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #284 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's State Street SPDR S&P Dividend ETF position peaked at $2.21M in Q2 2025.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.