Arax Advisory Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arax Advisory Partners’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	$8.35M	Buy	54,846 +35,919	+190%	+$5.35M	0.06%	348
2026 Q1	$2.76M	Buy	18,927 +2,299	+14%	+$343K	0.08%	204
2025 Q4	$2.31M	Buy	+16,628	New	+$2.31M	0.07%	209
2025 Q3	–	Sell	-13,712	Closed	-$1.86M	–	4176
2025 Q2	$1.86M	Buy	13,712 +12,907	+1,603%	+$1.71M	0.09%	158
2025 Q1	$109K	Buy	+805	New	+$108K	0.01%	696
2022 Q2	–	Sell	-57	Closed	-$7K	–	1227
2022 Q1	$7K	Buy	+57	New	+$7.2K	﹤0.01%	713
2020 Q2	–	Sell	-302	Closed	-$24K	–	706
2020 Q1	$24K	Sell	302 -126	-29%	-$12.4K	0.01%	440
2019 Q4	$46K	Sell	428 -148	-26%	-$15.5K	0.01%	350
2019 Q3	$59K	Buy	576 +3	+0.5%	+$302	0.02%	308
2019 Q2	$58K	Buy	+573	New	+$57.3K	0.02%	307
2018 Q4	$19K	Buy	214 +2	+0.9%	+$189	0.01%	376
2018 Q3	$21K	Buy	+212	New	+$20.5K	0.01%	402

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

Arax Advisory Partners's SDY Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 190% in Q2 2026, buying an estimated $5.35M and bringing the position to 54,846 shares worth $8.35M. The position accounts for 0.06% of the portfolio, ranked #348.

Arax Advisory Partners first reported a position in SDY in Q3 2018 and has held it in 12 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Arax Advisory Partners held 54,846 shares of State Street SPDR S&P Dividend ETF worth $8.35M as of Q2 2026.
Arax Advisory Partners bought 35,919 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.35M.
State Street SPDR S&P Dividend ETF made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #348 holding.
Arax Advisory Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and has held it in 12 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.