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TIAA Wealth Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TIAA Wealth Investment Management’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 		$13K Sell
85
-32
-27% -$4.77K ﹤0.01% 556
2026
Q1 		$16.9K Buy
+117
New +$17.4K ﹤0.01% 482

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Wealth Investment Management's SDY Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 27% in Q2 2026, selling an estimated $4.77K and leaving 85 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

TIAA Wealth Investment Management first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.9K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • TIAA Wealth Investment Management held 85 shares of State Street SPDR S&P Dividend ETF worth $13K as of Q2 2026.
  • TIAA Wealth Investment Management sold 32 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.77K.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #556 holding.
  • TIAA Wealth Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's State Street SPDR S&P Dividend ETF position peaked at $16.9K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.