Bond & Devick Financial Network’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bond & Devick Financial Network’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	$640K	Hold	4,207	–	–	0.16%	92
2026 Q1	$614K	Hold	4,207	–	–	0.17%	86
2025 Q4	$585K	Hold	4,207	–	–	0.16%	84
2025 Q3	$589K	Buy	4,207 +99	+2%	+$13.8K	0.18%	80
2025 Q2	$558K	Sell	4,108 -60	-1%	-$7.96K	0.19%	80
2025 Q1	$566K	Sell	4,168 -145	-3%	-$19.5K	0.21%	73
2024 Q4	$613K	Hold	4,313	–	–	0.26%	70
2024 Q3	$613K	Hold	4,313	–	–	0.26%	70
2024 Q2	$549K	Hold	4,313	–	–	0.29%	66
2024 Q1	$566K	Hold	4,313	–	–	0.31%	65
2023 Q4	$539K	Sell	4,313 -1,883	-30%	-$221K	0.31%	64
2023 Q3	$713K	Sell	6,196 -1	-0%	-$122	0.46%	47
2023 Q2	$760K	Hold	6,197	–	–	0.47%	45
2023 Q1	$767K	Hold	6,197	–	–	0.49%	44
2022 Q4	$775K	Hold	6,197	–	–	0.55%	39
2022 Q3	$691K	Hold	6,197	–	–	0.57%	44
2022 Q2	$736K	Buy	6,197 +352	+6%	+$43.9K	0.64%	41
2022 Q1	$749K	Sell	5,845 -3	-0.1%	-$379	0.6%	43
2021 Q4	$755K	Hold	5,848	–	–	0.57%	42
2021 Q3	$687K	Hold	5,848	–	–	0.57%	45
2021 Q2	$715K	Buy	5,848 +1,793	+44%	+$222K	0.59%	43
2021 Q1	$479K	Sell	4,055 -140	-3%	-$15.7K	0.44%	54
2020 Q4	$444K	Buy	+4,195	New	+$424K	0.51%	52

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

Bond & Devick Financial Network's SDY Position: Q2 2026 in Review

Bond & Devick Financial Network held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,207 shares worth $640K. The position accounts for 0.16% of the portfolio, ranked #92.

Bond & Devick Financial Network first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $775K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Bond & Devick Financial Network held 4,207 shares of State Street SPDR S&P Dividend ETF worth $640K as of Q2 2026.
Bond & Devick Financial Network left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.16% of Bond & Devick Financial Network's portfolio in Q2 2026, its #92 holding.
Bond & Devick Financial Network first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Bond & Devick Financial Network's State Street SPDR S&P Dividend ETF position peaked at $775K in Q4 2022.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.