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Bay Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bay Capital 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 		$295K Sell
1,937
-435
-18% -$64.8K 0.16% 88
2026
Q1 		$346K Sell
2,372
-94
-4% -$14K 0.21% 78
2025
Q4 		$343K Sell
2,466
-200
-8% -$27.8K 0.21% 80
2025
Q3 		$373K Sell
2,666
-921
-26% -$128K 0.24% 76
2025
Q2 		$487K Sell
3,587
-3,000
-46% -$398K 0.37% 62
2025
Q1 		$894K Sell
6,587
-268
-4% -$36K 0.74% 28
2024
Q4 		$906K Buy
+6,855
New +$957K 0.73% 30

Other funds holding SDY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Bay Capital Advisors's SDY Position: Q2 2026 in Review

Bay Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q2 2026, selling an estimated $64.8K and leaving 1,937 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #88.

Bay Capital Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $906K in Q4 2024. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Bay Capital Advisors held 1,937 shares of State Street SPDR S&P Dividend ETF worth $295K as of Q2 2026.
  • Bay Capital Advisors sold 435 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $64.8K.
  • State Street SPDR S&P Dividend ETF made up 0.16% of Bay Capital Advisors's portfolio in Q2 2026, its #88 holding.
  • Bay Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Bay Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $906K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.