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

Activest Wealth 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	$111K	Hold	728	–	–	0.02%	179
2026 Q1	$106K	Hold	728	–	–	0.02%	224
2025 Q4	$101K	Hold	728	–	–	0.02%	217
2025 Q3	$102K	Sell	728 -95	-12%	-$13.3K	0.02%	181
2025 Q2	$112K	Sell	823 -151	-16%	-$20K	0.03%	136
2025 Q1	$132K	Sell	974 -100	-9%	-$13.4K	0.04%	115
2024 Q4	$142K	Buy	1,074 +495	+85%	+$69.1K	0.04%	100
2024 Q3	$82.2K	Hold	579	–	–	0.03%	137
2024 Q2	$73.6K	Sell	579 -184	-24%	-$23.7K	0.02%	141
2024 Q1	$100K	Buy	763 +46	+6%	+$5.77K	0.05%	80
2023 Q4	$89.6K	Sell	717 -3	-0.4%	-$352	0.05%	63
2023 Q3	$82.8K	Buy	+720	New	+$87.9K	0.05%	69
2023 Q2	–	Sell	-270	Closed	-$32.9K	–	396
2023 Q1	$32.9K	Sell	270 -572	-68%	-$72K	0.02%	101
2022 Q4	$105K	Hold	842	–	–	0.03%	129
2022 Q3	$94K	Buy	842 +572	+212%	+$70.5K	0.03%	137
2022 Q2	$32K	Hold	270	–	–	0.02%	123
2022 Q1	$35K	Hold	270	–	–	0.02%	123
2021 Q4	$35K	Hold	270	–	–	0.02%	129
2021 Q3	$32K	Hold	270	–	–	0.02%	141
2021 Q2	$33K	Hold	270	–	–	0.02%	120
2021 Q1	$32K	Buy	+270	New	+$30.3K	0.03%	125

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

Activest Wealth Management's SDY Position: Q2 2026 in Review

Activest Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 728 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #179.

Activest Wealth Management first reported a position in SDY in Q1 2021 and has held it in 21 quarters since. The position peaked at $142K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Activest Wealth Management held 728 shares of State Street SPDR S&P Dividend ETF worth $111K as of Q2 2026.
Activest Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #179 holding.
Activest Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $142K in Q4 2024.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.