Apollon Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Apollon Financial’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	$370K	Sell	2,428 -34	-1%	-$5.07K	0.04%	231
2026 Q1	$359K	Sell	2,462 -49	-2%	-$7.3K	0.05%	214
2025 Q4	$349K	Sell	2,511 -154	-6%	-$21.4K	0.05%	203
2025 Q3	$373K	Sell	2,665 -17	-0.6%	-$2.37K	0.06%	182
2025 Q2	$364K	Buy	2,682 +1	+0%	+$133	0.08%	172
2025 Q1	$364K	Sell	2,681 -270	-9%	-$36.3K	0.09%	155
2024 Q4	$390K	Sell	2,951 -319	-10%	-$44.5K	0.1%	139
2024 Q3	$465K	Buy	3,270 +33	+1%	+$4.46K	0.14%	105
2024 Q2	$412K	Hold	3,237	–	–	0.13%	96
2024 Q1	$425K	Buy	3,237 +190	+6%	+$23.8K	0.15%	96
2023 Q4	$381K	Buy	+3,047	New	+$358K	0.15%	99

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

Apollon Financial's SDY Position: Q2 2026 in Review

Apollon Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q2 2026, selling an estimated $5.07K and leaving 2,428 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #231.

Apollon Financial first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $465K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Apollon Financial held 2,428 shares of State Street SPDR S&P Dividend ETF worth $370K as of Q2 2026.
Apollon Financial sold 34 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.07K.
State Street SPDR S&P Dividend ETF made up 0.04% of Apollon Financial's portfolio in Q2 2026, its #231 holding.
Apollon Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's State Street SPDR S&P Dividend ETF position peaked at $465K in Q3 2024.
1,241 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.