AlphaCore Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

AlphaCore Capital’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	$56.1M	Buy	368,674 +365,516	+11,574%	+$54.5M	1.03%	18
2026 Q1	$461K	Sell	3,158 -65	-2%	-$9.69K	0.01%	568
2025 Q4	$449K	Buy	3,223 +367	+13%	+$51.1K	0.01%	646
2025 Q3	$400K	Buy	2,856 +66	+2%	+$9.21K	0.01%	513
2025 Q2	$379K	Buy	2,790 +2,139	+329%	+$284K	0.01%	429
2025 Q1	$88.3K	Buy	+651	New	+$87.6K	0.01%	535
2024 Q1	–	Sell	-206	Closed	-$25.7K	–	340
2023 Q4	$25.7K	Buy	+206	New	+$24.2K	﹤0.01%	308
2023 Q3	–	Sell	-206	Closed	-$25.3K	–	379
2023 Q2	$25.3K	Hold	206	–	–	﹤0.01%	273
2023 Q1	$25.5K	Buy	+206	New	+$25.9K	0.01%	183
2020 Q2	–	Sell	-138	Closed	-$11K	–	260
2020 Q1	$11K	Buy	+138	New	+$13.6K	0.01%	205

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

AlphaCore Capital's SDY Position: Q2 2026 in Review

AlphaCore Capital increased its State Street SPDR S&P Dividend ETF (SDY) stake by 11,574% in Q2 2026, buying an estimated $54.5M and bringing the position to 368,674 shares worth $56.1M. The position accounts for 1.03% of the portfolio, ranked #18.

AlphaCore Capital first reported a position in SDY in Q1 2020 and has held it in 10 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

AlphaCore Capital held 368,674 shares of State Street SPDR S&P Dividend ETF worth $56.1M as of Q2 2026.
AlphaCore Capital bought 365,516 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $54.5M.
State Street SPDR S&P Dividend ETF made up 1.03% of AlphaCore Capital's portfolio in Q2 2026, its #18 holding.
AlphaCore Capital first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 10 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.