Biltmore Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Biltmore Family Office’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	$105K	Hold	690	–	–	0.01%	268
2026 Q1	$101K	Sell	690 -400	-37%	-$59.6K	0.01%	258
2025 Q4	$152K	Buy	1,090 +590	+118%	+$82.1K	0.02%	239
2025 Q3	$70K	Sell	500 -50	-9%	-$6.97K	0.01%	234
2025 Q2	$74.7K	Buy	550 +200	+57%	+$26.5K	0.01%	228
2025 Q1	$47.5K	Hold	350	–	–	0.01%	225
2024 Q4	$46.2K	Hold	350	–	–	0.01%	224
2024 Q3	$49.7K	Hold	350	–	–	0.01%	227
2024 Q2	$44.5K	Hold	350	–	–	0.01%	203
2024 Q1	$45.9K	Hold	350	–	–	0.01%	202
2023 Q4	$43.7K	Hold	350	–	–	0.01%	199
2023 Q3	$40.3K	Sell	350 -35	-9%	-$4.27K	0.01%	201
2023 Q2	$47.2K	Hold	385	–	–	0.01%	197
2023 Q1	$47.6K	Hold	385	–	–	0.01%	237
2022 Q4	$48.2K	Hold	385	–	–	0.01%	228
2022 Q3	$43K	Hold	385	–	–	0.01%	182
2022 Q2	$46K	Hold	385	–	–	0.01%	181
2022 Q1	$49K	Hold	385	–	–	0.01%	187
2021 Q4	$50K	Hold	385	–	–	0.01%	205
2021 Q3	$45K	Hold	385	–	–	0.01%	183
2021 Q2	$47K	Hold	385	–	–	0.01%	167
2021 Q1	$45K	Hold	385	–	–	0.01%	160
2020 Q4	$41K	Sell	385 -100	-21%	-$10.1K	0.01%	161
2020 Q3	$45K	Hold	485	–	–	0.03%	142
2020 Q2	$44K	Hold	485	–	–	0.03%	152
2020 Q1	$39K	Buy	+485	New	+$47.8K	0.03%	146

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

Biltmore Family Office's SDY Position: Q2 2026 in Review

Biltmore Family Office held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 690 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #268.

Biltmore Family Office first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $152K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Biltmore Family Office held 690 shares of State Street SPDR S&P Dividend ETF worth $105K as of Q2 2026.
Biltmore Family Office left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #268 holding.
Biltmore Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Biltmore Family Office's State Street SPDR S&P Dividend ETF position peaked at $152K in Q4 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.