180 Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

180 Wealth Advisors’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	$204K	Buy	+1,343	New	+$200K	0.02%	460

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

180 Wealth Advisors's SDY Position: Q2 2026 in Review

180 Wealth Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,343 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings.

1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

180 Wealth Advisors held 1,343 shares of State Street SPDR S&P Dividend ETF worth $204K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new 180 Wealth Advisors position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #460 holding.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.