Carson Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Carson Advisory’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	$300K	Buy	1,972 +350	+22%	+$52.1K	0.14%	150
2026 Q1	$237K	Sell	1,622 -243	-13%	-$36.2K	0.12%	164
2025 Q4	$260K	Sell	1,865 -350	-16%	-$48.7K	0.13%	150
2025 Q3	$310K	Buy	2,215 +33	+2%	+$4.6K	0.17%	122
2025 Q2	$296K	Hold	2,182	–	–	0.19%	118
2025 Q1	$296K	Sell	2,182 -165	-7%	-$22.2K	0.2%	117
2024 Q4	$310K	Sell	2,347 -3,490	-60%	-$487K	0.22%	113
2024 Q3	$829K	Buy	5,837 +15	+0.3%	+$2.03K	0.52%	54
2024 Q2	$740K	Sell	5,822 -36	-0.6%	-$4.64K	0.52%	58
2024 Q1	$769K	Buy	5,858 +14	+0.2%	+$1.76K	0.54%	53
2023 Q4	$730K	Buy	5,844 +15	+0.3%	+$1.76K	0.57%	55
2023 Q3	$670K	Sell	5,829 -304	-5%	-$37.1K	0.59%	53
2023 Q2	$752K	Buy	6,133 +436	+8%	+$53.3K	0.64%	47
2023 Q1	$705K	Buy	5,697 +1,036	+22%	+$130K	0.63%	48
2022 Q4	$583K	Buy	4,661 +258	+6%	+$31.9K	0.56%	52
2022 Q3	$491K	Buy	4,403 +13	+0.3%	+$1.6K	0.54%	56
2022 Q2	$521K	Buy	4,390 +13	+0.3%	+$1.62K	0.58%	52
2022 Q1	$561K	Buy	4,377 +13	+0.3%	+$1.64K	0.56%	51
2021 Q4	$564K	Buy	+4,364	New	+$543K	0.57%	50

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

Carson Advisory's SDY Position: Q2 2026 in Review

Carson Advisory increased its State Street SPDR S&P Dividend ETF (SDY) stake by 22% in Q2 2026, buying an estimated $52.1K and bringing the position to 1,972 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #150.

Carson Advisory first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $829K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Carson Advisory held 1,972 shares of State Street SPDR S&P Dividend ETF worth $300K as of Q2 2026.
Carson Advisory bought 350 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $52.1K.
State Street SPDR S&P Dividend ETF made up 0.14% of Carson Advisory's portfolio in Q2 2026, its #150 holding.
Carson Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's State Street SPDR S&P Dividend ETF position peaked at $829K in Q3 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.