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

American Capital Advisory’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	$27.4K	Hold	180	–	–	0.01%	275
2026 Q1	$26.3K	Hold	180	–	–	0.01%	266
2025 Q4	$25.1K	Hold	180	–	–	0.01%	265
2025 Q3	$25.2K	Hold	180	–	–	0.01%	247
2025 Q2	$24.5K	Sell	180 -7	-4%	-$928	0.01%	247
2025 Q1	$25.4K	Hold	187	–	–	0.01%	244
2024 Q4	$24.7K	Sell	187 -21	-10%	-$2.93K	0.01%	239
2024 Q3	$29.6K	Sell	208 -106	-34%	-$14.3K	0.02%	221
2024 Q2	$39.3K	Hold	314	–	–	0.03%	168
2024 Q1	$38.9K	Hold	314	–	–	0.03%	158
2023 Q4	$39.3K	Buy	+314	New	+$36.9K	0.03%	168

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

American Capital Advisory's SDY Position: Q2 2026 in Review

American Capital Advisory held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 180 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #275.

American Capital Advisory first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.3K in Q2 2024. 607 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

American Capital Advisory held 180 shares of State Street SPDR S&P Dividend ETF worth $27.4K as of Q2 2026.
American Capital Advisory left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #275 holding.
American Capital Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's State Street SPDR S&P Dividend ETF position peaked at $39.3K in Q2 2024.
607 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.