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

Apollon Wealth Management’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	$1.83M	Sell	12,014 -1,372	-10%	-$204K	0.02%	512
2026 Q1	$1.95M	Sell	13,386 -2,856	-18%	-$426K	0.03%	398
2025 Q4	$2.26M	Buy	16,242 +19	+0.1%	+$2.64K	0.04%	350
2025 Q3	$2.27M	Sell	16,223 -1,135	-7%	-$158K	0.04%	360
2025 Q2	$2.36M	Buy	17,358 +2	+0%	+$265	0.05%	328
2025 Q1	$2.35M	Buy	17,356 +250	+1%	+$33.6K	0.05%	293
2024 Q4	$2.26M	Buy	17,106 +443	+3%	+$61.9K	0.05%	312
2024 Q3	$2.37M	Sell	16,663 -555	-3%	-$75.1K	0.07%	265
2024 Q2	$2.19M	Sell	17,218 -1,044	-6%	-$134K	0.07%	261
2024 Q1	$2.4M	Sell	18,262 -1,626	-8%	-$204K	0.08%	245
2023 Q4	$2.49M	Buy	19,888 +146	+0.7%	+$17.1K	0.09%	210
2023 Q3	$2.27M	Sell	19,742 -2,775	-12%	-$339K	0.11%	169
2023 Q2	$2.76M	Buy	22,517 +1,483	+7%	+$181K	0.13%	164
2023 Q1	$2.6M	Sell	21,034 -897	-4%	-$113K	0.16%	135
2022 Q4	$2.74M	Buy	21,931 +331	+2%	+$40.9K	0.19%	113
2022 Q3	$2.41M	Buy	21,600 +179	+0.8%	+$22K	0.2%	114
2022 Q2	$2.54M	Sell	21,421 -4,426	-17%	-$552K	0.21%	105
2022 Q1	$3.31M	Sell	25,847 -41	-0.2%	-$5.18K	0.24%	89
2021 Q4	$3.34M	Buy	25,888 +15,950	+160%	+$1.98M	0.25%	85
2021 Q3	$1.17M	Buy	9,938 +4,119	+71%	+$504K	0.16%	129
2021 Q2	$712K	Buy	5,819 +1,490	+34%	+$184K	0.13%	162
2021 Q1	$511K	Buy	+4,329	New	+$485K	0.1%	196

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 Wealth Management's SDY Position: Q2 2026 in Review

Apollon Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 10% in Q2 2026, selling an estimated $204K and leaving 12,014 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #512.

Apollon Wealth Management first reported a position in SDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.34M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Apollon Wealth Management held 12,014 shares of State Street SPDR S&P Dividend ETF worth $1.83M as of Q2 2026.
Apollon Wealth Management sold 1,372 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $204K.
State Street SPDR S&P Dividend ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #512 holding.
Apollon Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Apollon Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $3.34M in Q4 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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