Wilmington Savings Fund Society’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wilmington Savings Fund Society’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	$2.18M	Buy	14,299 +800	+6%	+$119K	0.05%	226
2026 Q1	$1.97M	Hold	13,499	–	–	0.05%	235
2025 Q4	$1.88M	Buy	13,499 +40	+0.3%	+$5.57K	0.04%	235
2025 Q3	$1.88M	Sell	13,459 -1,271	-9%	-$177K	0.05%	233
2025 Q2	$2M	Buy	14,730 +5	+0%	+$663	0.04%	306
2025 Q1	$2M	Sell	14,725 -1,225	-8%	-$165K	0.04%	304
2024 Q4	$2.11M	Buy	15,950 +1,106	+7%	+$154K	0.04%	295
2024 Q3	$2.11M	Buy	14,844 +11,436	+336%	+$1.55M	0.04%	307
2024 Q2	$433K	Hold	3,408	–	–	0.02%	275
2024 Q1	$447K	Buy	+3,408	New	+$428K	0.02%	271
2023 Q3	$575K	Sell	4,999 -60	-1%	-$7.32K	0.03%	244
2023 Q2	$620K	Buy	+5,059	New	+$618K	0.03%	247

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

Wilmington Savings Fund Society's SDY Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.9% in Q2 2026, buying an estimated $119K and bringing the position to 14,299 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #226.

Wilmington Savings Fund Society first reported a position in SDY in Q2 2023 and has held it in 12 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wilmington Savings Fund Society held 14,299 shares of State Street SPDR S&P Dividend ETF worth $2.18M as of Q2 2026.
Wilmington Savings Fund Society bought 800 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $119K.
State Street SPDR S&P Dividend ETF made up 0.05% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #226 holding.
Wilmington Savings Fund Society first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 12 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.