Sumitomo Mitsui Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sumitomo Mitsui Financial Group’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	$3.57M	Sell	23,468 -127	-0.5%	-$18.9K	0.07%	71
2026 Q1	$3.44M	Sell	23,595 -14,434	-38%	-$2.15M	0.07%	75
2025 Q4	$5.29M	Sell	38,029 -120	-0.3%	-$16.7K	0.09%	60
2025 Q3	$5.34M	Sell	38,149 -687	-2%	-$95.8K	0.09%	58
2025 Q2	$5.27M	Buy	38,836 +19,916	+105%	+$2.64M	0.09%	58
2025 Q1	$2.57M	Sell	18,920 -417	-2%	-$56.1K	0.05%	70
2024 Q4	$2.55M	Sell	19,337 -902	-4%	-$126K	0.03%	74
2024 Q3	$2.87M	Sell	20,239 -1,530	-7%	-$207K	0.06%	68
2024 Q2	$2.77M	Sell	21,769 -1,239	-5%	-$160K	0.09%	66
2024 Q1	$3.02M	Sell	23,008 -2,734	-11%	-$343K	0.09%	64
2023 Q4	$3.22M	Sell	25,742 -605	-2%	-$71K	0.1%	63
2023 Q3	$3.03M	Sell	26,347 -8,588	-25%	-$1.05M	0.1%	67
2023 Q2	$4.28M	Sell	34,935 -2,987	-8%	-$365K	0.14%	59
2023 Q1	$4.69M	Sell	37,922 -3,740	-9%	-$471K	0.15%	61
2022 Q4	$5.2M	Sell	41,662 -3,955	-9%	-$488K	0.2%	57
2022 Q3	$5.08M	Sell	45,617 -5,406	-11%	-$666K	0.21%	60
2022 Q2	$6.05M	Sell	51,023 -4,437	-8%	-$553K	0.17%	66
2022 Q1	$7.11M	Buy	55,460 +3,295	+6%	+$416K	0.21%	66
2021 Q4	$6.74M	Buy	52,165 +8,566	+20%	+$1.07M	0.19%	61
2021 Q3	$5.12M	Buy	43,599 +6,569	+18%	+$804K	0.12%	70
2021 Q2	$4.53M	Buy	37,030 +8,791	+31%	+$1.09M	0.1%	69
2021 Q1	$3.33M	Buy	28,239 +4,044	+17%	+$453K	0.08%	65
2020 Q4	$2.56M	Buy	24,195 +6,106	+34%	+$618K	0.06%	72
2020 Q3	$1.67M	Sell	18,089 -2,468	-12%	-$233K	0.06%	81
2020 Q2	$1.88M	Sell	20,557 -24,728	-55%	-$2.17M	0.06%	60
2020 Q1	$3.62M	Buy	45,285 +24,275	+116%	+$2.39M	0.18%	34
2019 Q4	$2.26M	Buy	21,010 +1,474	+8%	+$155K	0.18%	44
2019 Q3	$2M	Buy	19,536 +5,981	+44%	+$603K	0.17%	50
2019 Q2	$1.37M	Sell	13,555 -222	-2%	-$22.2K	0.11%	55
2019 Q1	$1.37M	Sell	13,777 -1,661	-11%	-$160K	0.12%	53
2018 Q4	$1.37M	Buy	15,438 +4,879	+46%	+$460K	0.09%	53
2018 Q3	$1.03M	Buy	10,559 +5,164	+96%	+$501K	0.08%	54
2018 Q2	$500K	Buy	5,395 +647	+14%	+$59.6K	0.05%	60
2018 Q1	$433K	Sell	4,748 -532	-10%	-$49.7K	0.04%	61
2017 Q4	$499K	Sell	5,280 -39	-0.7%	-$3.65K	0.07%	54
2017 Q3	$486K	Buy	5,319 +102	+2%	+$9.14K	0.06%	61
2017 Q2	$464K	Buy	5,217 +3,115	+148%	+$276K	0.09%	52
2017 Q1	$185K	Buy	+2,102	New	+$184K	0.03%	34

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

Sumitomo Mitsui Financial Group's SDY Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.54% in Q2 2026, selling an estimated $18.9K and leaving 23,468 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #71.

Sumitomo Mitsui Financial Group first reported a position in SDY in Q1 2017 and has held it in 38 quarters since. The position peaked at $7.11M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sumitomo Mitsui Financial Group held 23,468 shares of State Street SPDR S&P Dividend ETF worth $3.57M as of Q2 2026.
Sumitomo Mitsui Financial Group sold 127 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $18.9K.
State Street SPDR S&P Dividend ETF made up 0.07% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #71 holding.
Sumitomo Mitsui Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 38 quarters since.
Sumitomo Mitsui Financial Group's State Street SPDR S&P Dividend ETF position peaked at $7.11M in Q1 2022.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.