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

Atticus 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	$789K	Hold	5,185	–	–	0.19%	80
2026 Q1	$757K	Hold	5,185	–	–	0.21%	78
2025 Q4	$722K	Hold	5,185	–	–	0.18%	88
2025 Q3	$726K	Hold	5,185	–	–	0.18%	74
2025 Q2	$704K	Hold	5,185	–	–	0.19%	68
2025 Q1	$704K	Hold	5,185	–	–	0.23%	62
2024 Q4	$685K	Hold	5,185	–	–	0.21%	59
2024 Q3	$736K	Buy	5,185 +29	+0.6%	+$3.92K	0.24%	54
2024 Q2	$656K	Sell	5,156 -3,836	-43%	-$494K	0.21%	53
2024 Q1	$1.18M	Buy	8,992 +29	+0.3%	+$3.64K	0.39%	38
2023 Q4	$1.12M	Buy	8,963 +41	+0.5%	+$4.81K	0.4%	37
2023 Q3	$1.03M	Sell	8,922 -234	-3%	-$28.6K	0.39%	36
2023 Q2	$1.12M	Buy	9,156 +36	+0.4%	+$4.4K	0.41%	37
2023 Q1	$1.13M	Buy	9,120 +32	+0.4%	+$4.03K	0.43%	37
2022 Q4	$1.14M	Buy	9,088 +38	+0.4%	+$4.69K	0.47%	39
2022 Q3	$1.07M	Hold	9,050	–	–	0.52%	36
2022 Q2	$1.07M	Hold	9,050	–	–	0.45%	48
2022 Q1	$1.16M	Sell	9,050 -150	-2%	-$19K	0.42%	46
2021 Q4	$1.19M	Hold	9,200	–	–	0.46%	40
2021 Q3	$1.08M	Sell	9,200 -200	-2%	-$24.5K	0.47%	38
2021 Q2	$1.15M	Hold	9,400	–	–	0.5%	42
2021 Q1	$1.11M	Sell	9,400 -380	-4%	-$42.6K	0.53%	40
2020 Q4	$1.04M	Sell	9,780 -520	-5%	-$52.6K	0.52%	40
2020 Q3	$952K	Sell	10,300 -302	-3%	-$28.5K	0.57%	40
2020 Q2	$967K	Sell	10,602 -2,454	-19%	-$216K	0.64%	35
2020 Q1	$1.04M	Sell	13,056 -1,668	-11%	-$165K	0.84%	30
2019 Q4	$1.58M	Buy	+14,724	New	+$1.55M	1.01%	28

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

Atticus Wealth Management's SDY Position: Q2 2026 in Review

Atticus Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 5,185 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #80.

Atticus Wealth Management first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.58M in Q4 2019. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Atticus Wealth Management held 5,185 shares of State Street SPDR S&P Dividend ETF worth $789K as of Q2 2026.
Atticus Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.19% of Atticus Wealth Management's portfolio in Q2 2026, its #80 holding.
Atticus Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Atticus Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.58M in Q4 2019.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.