Alexander Labrunerie & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Alexander Labrunerie & Co’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	$643K	Sell	4,225 -269	-6%	-$40.1K	0.23%	55
2026 Q1	$656K	Sell	4,494 -48	-1%	-$7.15K	0.25%	56
2025 Q4	$632K	Hold	4,542	–	–	0.23%	57
2025 Q3	$636K	Hold	4,542	–	–	0.24%	56
2025 Q2	$616K	Hold	4,542	–	–	0.25%	58
2025 Q1	$616K	Sell	4,542 -267	-6%	-$35.9K	0.27%	55
2024 Q4	$635K	Sell	4,809 -208	-4%	-$29K	0.28%	54
2024 Q3	$713K	Sell	5,017 -210	-4%	-$28.4K	0.33%	49
2024 Q2	$665K	Sell	5,227 -28	-0.5%	-$3.61K	0.36%	47
2024 Q1	$689K	Buy	+5,255	New	+$659K	0.38%	47

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

Alexander Labrunerie & Co's SDY Position: Q2 2026 in Review

Alexander Labrunerie & Co reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6% in Q2 2026, selling an estimated $40.1K and leaving 4,225 shares worth $643K. The position accounts for 0.23% of the portfolio, ranked #55.

Alexander Labrunerie & Co first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $713K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Alexander Labrunerie & Co held 4,225 shares of State Street SPDR S&P Dividend ETF worth $643K as of Q2 2026.
Alexander Labrunerie & Co sold 269 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $40.1K.
State Street SPDR S&P Dividend ETF made up 0.23% of Alexander Labrunerie & Co's portfolio in Q2 2026, its #55 holding.
Alexander Labrunerie & Co first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Alexander Labrunerie & Co's State Street SPDR S&P Dividend ETF position peaked at $713K in Q3 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q2 2026, filed 3 Aug 2026.