TD Private Client Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TD Private Client 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 Q1	$11.7M	Sell	80,317 -2,843	-3%	-$424K	0.24%	64
2025 Q4	$11.6M	Sell	83,160 -10,140	-11%	-$1.41M	0.25%	62
2025 Q3	$13.1M	Sell	93,300 -4,806	-5%	-$670K	0.29%	56
2025 Q2	$13.3M	Sell	98,106 -1,169	-1%	-$155K	0.33%	51
2025 Q1	$13.5M	Sell	99,275 -15,808	-14%	-$2.13M	0.37%	49
2024 Q4	$15.2M	Sell	115,083 -13,256	-10%	-$1.85M	0.43%	43
2024 Q3	$18.2M	Sell	128,339 -2,868	-2%	-$388K	0.52%	41
2024 Q2	$16.7M	Sell	131,207 -6,342	-5%	-$817K	0.53%	39
2024 Q1	$18.1M	Sell	137,549 -9,547	-6%	-$1.2M	0.59%	37
2023 Q4	$18.4M	Sell	147,096 -10,621	-7%	-$1.25M	0.66%	34
2023 Q3	$18.1M	Sell	157,717 -25,038	-14%	-$3.06M	0.79%	27
2023 Q2	$22.4M	Sell	182,755 -28,957	-14%	-$3.54M	0.97%	19
2023 Q1	$26.2M	Sell	211,712 -18,127	-8%	-$2.28M	1.18%	13
2022 Q4	$28.8M	Sell	229,839 -15,548	-6%	-$1.92M	1.36%	11
2022 Q3	$27.4M	Sell	245,387 -8,928	-4%	-$1.1M	1.4%	10
2022 Q2	$30.2M	Sell	254,315 -32,059	-11%	-$4M	1.47%	9
2022 Q1	$36.7M	Sell	286,374 -16,700	-6%	-$2.11M	1.56%	9
2021 Q4	$39.1M	Sell	303,074 -11,695	-4%	-$1.46M	1.63%	9
2021 Q3	$37M	Buy	314,769 +14,921	+5%	+$1.83M	1.58%	8
2021 Q2	$36.7M	Sell	299,848 -1,265	-0.4%	-$156K	1.57%	7
2021 Q1	$35.5M	Buy	301,113 +11,289	+4%	+$1.27M	1.66%	7
2020 Q4	$30.7M	Sell	289,824 -6,783	-2%	-$686K	1.56%	9
2020 Q3	$27.4M	Sell	296,607 -8,996	-3%	-$848K	1.53%	7
2020 Q2	$27.9M	Sell	305,603 -46,723	-13%	-$4.11M	1.63%	6
2020 Q1	$28.1M	Buy	352,326 +31,791	+10%	+$3.14M	2.01%	4
2019 Q4	$34.5M	Buy	+320,535	New	+$33.6M	2.06%	4

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Private Client Wealth's SDY Position: Q1 2026 in Review

TD Private Client Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.4% in Q1 2026, selling an estimated $424K and leaving 80,317 shares worth $11.7M. The position accounts for 0.24% of the portfolio, ranked #64.

TD Private Client Wealth first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.1M in Q4 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

TD Private Client Wealth held 80,317 shares of State Street SPDR S&P Dividend ETF worth $11.7M as of Q1 2026.
TD Private Client Wealth sold 2,843 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $424K.
State Street SPDR S&P Dividend ETF made up 0.24% of TD Private Client Wealth's portfolio in Q1 2026, its #64 holding.
TD Private Client Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's State Street SPDR S&P Dividend ETF position peaked at $39.1M in Q4 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.