Advisory Research’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Advisory Research's SDY Position: Q2 2026 in Review
Advisory Research held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,164 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #132.
Advisory Research first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Advisory Research held 2,164 shares of State Street SPDR S&P Dividend ETF worth $329K as of Q2 2026.
- Advisory Research left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
- State Street SPDR S&P Dividend ETF made up 0.03% of Advisory Research's portfolio in Q2 2026, its #132 holding.
- Advisory Research first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.