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

SVB 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	$1.5M	Sell	9,843 -172	-2%	-$25.6K	0.09%	160
2026 Q1	$1.46M	Sell	10,015 -128	-1%	-$19.1K	0.1%	158
2025 Q4	$1.41M	Hold	10,143	–	–	0.08%	177
2025 Q3	$1.42M	Sell	10,143 -1,375	-12%	-$192K	0.08%	187
2025 Q2	$1.56M	Sell	11,518 -5,946	-34%	-$789K	0.08%	181
2025 Q1	$2.37M	Sell	17,464 -154	-0.9%	-$20.7K	0.1%	109
2024 Q4	$2.33M	Buy	+17,618	New	+$2.46M	0.04%	210
2024 Q3	–	Sell	-16,948	Closed	-$2.16M	–	499
2024 Q2	$2.16M	Sell	16,948 -7,285	-30%	-$938K	0.05%	224
2024 Q1	$3.18M	Sell	24,233 -9,158	-27%	-$1.15M	0.07%	207
2023 Q4	$4.17M	Sell	33,391 -726	-2%	-$85.2K	0.1%	176
2023 Q3	$3.92M	Buy	34,117 +2,242	+7%	+$274K	0.09%	165
2023 Q2	$3.91M	Sell	31,875 -10,955	-26%	-$1.34M	0.07%	173
2023 Q1	$5.3M	Buy	42,830 +5,528	+15%	+$696K	0.07%	168
2022 Q4	$4.67M	Buy	37,302 +1,267	+4%	+$156K	0.06%	179
2022 Q3	$4.02M	Buy	36,035 +2,440	+7%	+$301K	0.06%	183
2022 Q2	$3.99M	Buy	33,595 +2,995	+10%	+$373K	0.06%	165
2022 Q1	$3.92M	Buy	30,600 +5,664	+23%	+$716K	0.05%	167
2021 Q4	$3.22M	Sell	24,936 -27	-0.1%	-$3.36K	0.05%	176
2021 Q3	$2.93M	Sell	24,963 -950	-4%	-$116K	0.04%	213
2021 Q2	$3.17M	Buy	25,913 +798	+3%	+$98.6K	0.04%	209
2021 Q1	$2.96M	Buy	25,115 +46	+0.2%	+$5.16K	0.04%	205
2020 Q4	$2.66M	Sell	25,069 -230	-0.9%	-$23.3K	0.04%	208
2020 Q3	$2.34M	Buy	25,299 +72	+0.3%	+$6.79K	0.04%	201
2020 Q2	$2.3M	Buy	25,227 +2,803	+13%	+$246K	0.04%	186
2020 Q1	$1.79M	Sell	22,424 -3	-0%	-$296	0.04%	184
2019 Q4	$2.41M	Buy	22,427 +289	+1%	+$30.3K	0.04%	197
2019 Q3	$2.27M	Buy	22,138 +5,260	+31%	+$530K	0.05%	190
2019 Q2	$1.7M	Buy	+16,878	New	+$1.69M	0.06%	227

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

SVB Wealth's SDY Position: Q2 2026 in Review

SVB Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.7% in Q2 2026, selling an estimated $25.6K and leaving 9,843 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #160.

SVB Wealth first reported a position in SDY in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.3M in Q1 2023. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SVB Wealth held 9,843 shares of State Street SPDR S&P Dividend ETF worth $1.5M as of Q2 2026.
SVB Wealth sold 172 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $25.6K.
State Street SPDR S&P Dividend ETF made up 0.09% of SVB Wealth's portfolio in Q2 2026, its #160 holding.
SVB Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 28 quarters since.
SVB Wealth's State Street SPDR S&P Dividend ETF position peaked at $5.3M in Q1 2023.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.