SouthState Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SouthState Corp’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	$78.2K	Buy	514 +275	+115%	+$41K	﹤0.01%	448
2026 Q1	$34.9K	Sell	239 -301	-56%	-$44.9K	﹤0.01%	502
2025 Q4	$75.1K	Buy	540 +139	+35%	+$19.3K	﹤0.01%	410
2025 Q3	$56.1K	Sell	401 -5,253	-93%	-$733K	﹤0.01%	443
2025 Q2	$767K	Sell	5,654 -548	-9%	-$72.7K	0.03%	232
2025 Q1	$842K	Buy	+6,202	New	+$834K	0.04%	217
2024 Q4	–	Sell	-300	Closed	-$42.6K	–	692
2024 Q3	$42.6K	Hold	300	–	–	﹤0.01%	375
2024 Q2	$38.2K	Sell	300 -130	-30%	-$16.7K	﹤0.01%	389
2024 Q1	$56.4K	Hold	430	–	–	﹤0.01%	362
2023 Q4	$53.7K	Sell	430 -800	-65%	-$93.9K	﹤0.01%	347
2023 Q3	$141K	Hold	1,230	–	–	0.01%	257
2023 Q2	$151K	Sell	1,230 -137	-10%	-$16.7K	0.01%	258
2023 Q1	$169K	Hold	1,367	–	–	0.02%	264
2022 Q4	$171K	Buy	1,367 +137	+11%	+$16.9K	0.02%	276
2022 Q3	$137K	Hold	1,230	–	–	0.01%	285
2022 Q2	$146K	Hold	1,230	–	–	0.01%	281
2022 Q1	$157K	Hold	1,230	–	–	0.01%	299
2021 Q4	$159K	Hold	1,230	–	–	0.01%	278
2021 Q3	$145K	Buy	+1,230	New	+$151K	0.01%	265
2018 Q1	–	Sell	-12,520	Closed	-$1.18M	–	290
2017 Q4	$1.18M	Hold	12,520	–	–	0.13%	140
2017 Q3	$1.14K	Hold	12,520	–	–	0.13%	126
2017 Q2	$1.11M	Buy	+12,520	New	+$1.11M	0.14%	129

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

SouthState Corp's SDY Position: Q2 2026 in Review

SouthState Corp increased its State Street SPDR S&P Dividend ETF (SDY) stake by 115% in Q2 2026, buying an estimated $41K and bringing the position to 514 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

SouthState Corp first reported a position in SDY in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.18M in Q4 2017. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SouthState Corp held 514 shares of State Street SPDR S&P Dividend ETF worth $78.2K as of Q2 2026.
SouthState Corp bought 275 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $41K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #448 holding.
SouthState Corp first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 22 quarters since.
SouthState Corp's State Street SPDR S&P Dividend ETF position peaked at $1.18M in Q4 2017.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.