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 Q2	$11.9M	Sell	78,494 -1,823	-2%	-$272K	0.22%	68
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 $1.55T 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

TD Private Client Wealth's SDY Position: Q2 2026 in Review

TD Private Client Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q2 2026, selling an estimated $272K and leaving 78,494 shares worth $11.9M. The position accounts for 0.22% of the portfolio, ranked #68.

TD Private Client Wealth first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $39.1M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

TD Private Client Wealth held 78,494 shares of State Street SPDR S&P Dividend ETF worth $11.9M as of Q2 2026.
TD Private Client Wealth sold 1,823 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $272K.
State Street SPDR S&P Dividend ETF made up 0.22% of TD Private Client Wealth's portfolio in Q2 2026, its #68 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 27 quarters since.
TD Private Client Wealth's State Street SPDR S&P Dividend ETF position peaked at $39.1M in Q4 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.