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AmeriFlex Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

AmeriFlex Group’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 		$41.9K Hold
275
– – 0.02% 544
2026
Q1 		$40.1K Hold
275
– – 0.02% 464
2025
Q4 		$38.3K Buy
+275
New +$38.3K 0.02% 474
2025
Q2 		– Sell
-328
Closed -$44.5K – 1257
2025
Q1 		$44.5K Hold
328
– – 0.02% 490
2024
Q4 		$44.1K Buy
+328
New +$45.8K 0.02% 463

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AmeriFlex Group's SDY Position: Q2 2026 in Review

AmeriFlex Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 275 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #544.

AmeriFlex Group first reported a position in SDY in Q4 2024 and has held it in 5 quarters since. The position peaked at $44.5K in Q1 2025. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • AmeriFlex Group held 275 shares of State Street SPDR S&P Dividend ETF worth $41.9K as of Q2 2026.
  • AmeriFlex Group 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 AmeriFlex Group's portfolio in Q2 2026, its #544 holding.
  • AmeriFlex Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's State Street SPDR S&P Dividend ETF position peaked at $44.5K in Q1 2025.
  • 1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.