Arkos Global Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arkos Global Advisors’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	$519K	Buy	3,409 +11	+0.3%	+$1.64K	0.06%	75
2026 Q1	$496K	Hold	3,398	–	–	0.06%	74
2025 Q4	$473K	Sell	3,398 -44	-1%	-$6.12K	0.06%	75
2025 Q3	$482K	Hold	3,442	–	–	0.06%	90
2025 Q2	$467K	Hold	3,442	–	–	0.06%	76
2025 Q1	$467K	Hold	3,442	–	–	0.07%	69
2024 Q4	$455K	Sell	3,442 -12	-0.3%	-$1.68K	0.07%	74
2024 Q3	$491K	Hold	3,454	–	–	0.07%	68
2024 Q2	$439K	Hold	3,454	–	–	0.07%	73
2024 Q1	$453K	Hold	3,454	–	–	0.08%	75
2023 Q4	$432K	Hold	3,454	–	–	0.08%	61
2023 Q3	$397K	Sell	3,454 -1,119	-24%	-$137K	0.08%	60
2023 Q2	$561K	Sell	4,573 -415	-8%	-$50.7K	0.11%	50
2023 Q1	$617K	Buy	4,988 +1,482	+42%	+$186K	0.12%	46
2022 Q4	$439K	Hold	3,506	–	–	0.11%	56
2022 Q3	$391K	Buy	3,506 +150	+4%	+$18.5K	0.12%	52
2022 Q2	$398K	Sell	3,356 -3,949	-54%	-$492K	0.11%	55
2022 Q1	$936K	Hold	7,305	–	–	0.24%	29
2021 Q4	$943K	Hold	7,305	–	–	0.29%	27
2021 Q3	$859K	Sell	7,305 -1,020	-12%	-$125K	0.29%	25
2021 Q2	$1.02M	Hold	8,325	–	–	0.35%	25
2021 Q1	$983K	Sell	8,325 -157	-2%	-$17.6K	0.38%	24
2020 Q4	$898K	Sell	8,482 -590	-7%	-$59.7K	0.37%	25
2020 Q3	$838K	Sell	9,072 -852	-9%	-$80.4K	0.38%	25
2020 Q2	$905K	Sell	9,924 -2,930	-23%	-$258K	0.47%	27
2020 Q1	$1.03M	Buy	+12,854	New	+$1.27M	0.67%	27

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

Arkos Global Advisors's SDY Position: Q2 2026 in Review

Arkos Global Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.32% in Q2 2026, buying an estimated $1.64K and bringing the position to 3,409 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #75.

Arkos Global Advisors first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.03M in Q1 2020. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Arkos Global Advisors held 3,409 shares of State Street SPDR S&P Dividend ETF worth $519K as of Q2 2026.
Arkos Global Advisors bought 11 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.64K.
State Street SPDR S&P Dividend ETF made up 0.06% of Arkos Global Advisors's portfolio in Q2 2026, its #75 holding.
Arkos Global Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Arkos Global Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.03M in Q1 2020.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.