Smartleaf Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Smartleaf Asset Management’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	$508K	Hold	3,328	–	–	0.02%	554
2026 Q1	$481K	Sell	3,328 -1,005	-23%	-$150K	0.02%	540
2025 Q4	$607K	Buy	4,333 +3,931	+978%	+$547K	0.02%	486
2025 Q3	$56K	Buy	402 +45	+13%	+$6.28K	﹤0.01%	1341
2025 Q2	$48.3K	Hold	357	–	–	﹤0.01%	1183
2025 Q1	$47.9K	Hold	357	–	–	﹤0.01%	1169
2024 Q4	$47K	Hold	357	–	–	﹤0.01%	1207
2024 Q3	$50.6K	Hold	357	–	–	0.01%	913
2024 Q2	$45.5K	Hold	357	–	–	0.01%	767
2024 Q1	$46.7K	Hold	357	–	–	0.01%	691
2023 Q4	$44.7K	Buy	+357	New	+$41.9K	0.01%	549

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

Smartleaf Asset Management's SDY Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,328 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #554.

Smartleaf Asset Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $607K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Smartleaf Asset Management held 3,328 shares of State Street SPDR S&P Dividend ETF worth $508K as of Q2 2026.
Smartleaf Asset Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #554 holding.
Smartleaf Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's State Street SPDR S&P Dividend ETF position peaked at $607K in Q4 2025.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.