Buck Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Buck Wealth Strategies’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	$667K	Sell	4,382 -38	-0.9%	-$5.66K	0.07%	111
2026 Q1	$645K	Sell	4,420 -2,489	-36%	-$371K	0.08%	92
2025 Q4	$961K	Sell	6,909 -7,995	-54%	-$1.11M	0.12%	76
2025 Q3	$2.09M	Buy	+14,904	New	+$2.08M	0.29%	51

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

Buck Wealth Strategies's SDY Position: Q2 2026 in Review

Buck Wealth Strategies reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.86% in Q2 2026, selling an estimated $5.66K and leaving 4,382 shares worth $667K. The position accounts for 0.07% of the portfolio, ranked #111.

Buck Wealth Strategies first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Buck Wealth Strategies held 4,382 shares of State Street SPDR S&P Dividend ETF worth $667K as of Q2 2026.
Buck Wealth Strategies sold 38 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.66K.
State Street SPDR S&P Dividend ETF made up 0.07% of Buck Wealth Strategies's portfolio in Q2 2026, its #111 holding.
Buck Wealth Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Buck Wealth Strategies's State Street SPDR S&P Dividend ETF position peaked at $2.09M in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.