TIAA Trust, National Association’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TIAA Trust, National Association’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	$48.4K	Sell	318 -100	-24%	-$14.9K	﹤0.01%	262
2026 Q1	$61K	Sell	418 -14,362	-97%	-$2.14M	﹤0.01%	294
2025 Q4	$2.06M	Buy	14,780 +62	+0.4%	+$8.63K	﹤0.01%	304
2025 Q3	$2.06M	Sell	14,718 -575	-4%	-$80.2K	0.01%	307
2025 Q2	$2.08M	Buy	15,293 +1,001	+7%	+$133K	0.01%	298
2025 Q1	$1.94M	Sell	14,292 -1,035	-7%	-$139K	0.01%	299
2024 Q4	$2.02M	Buy	15,327 +1,773	+13%	+$248K	0.01%	289
2024 Q3	$1.93M	Buy	13,554 +524	+4%	+$70.9K	0.01%	300
2024 Q2	$1.66M	Sell	13,030 -233	-2%	-$30K	0.01%	295
2024 Q1	$1.74M	Buy	13,263 +3,170	+31%	+$398K	0.01%	292
2023 Q4	$1.26M	Sell	10,093 -1,419	-12%	-$167K	﹤0.01%	302
2023 Q3	$1.32M	Buy	+11,512	New	+$1.41M	﹤0.01%	292

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

TIAA Trust, National Association's SDY Position: Q2 2026 in Review

TIAA Trust, National Association reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 24% in Q2 2026, selling an estimated $14.9K and leaving 318 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

TIAA Trust, National Association first reported a position in SDY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.08M in Q2 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

TIAA Trust, National Association held 318 shares of State Street SPDR S&P Dividend ETF worth $48.4K as of Q2 2026.
TIAA Trust, National Association sold 100 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $14.9K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of TIAA Trust, National Association's portfolio in Q2 2026, its #262 holding.
TIAA Trust, National Association first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's State Street SPDR S&P Dividend ETF position peaked at $2.08M in Q2 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.