CBIZ Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

CBIZ Investment Advisory Services’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	$379K	Hold	2,600	–	–	0.01%	35
2026 Q1	$379K	Hold	2,600	–	–	0.01%	35
2025 Q4	$362K	Buy	2,600 +620	+31%	+$86.3K	0.01%	41
2025 Q3	$277K	Hold	1,980	–	–	0.01%	42
2025 Q2	$269K	Hold	1,980	–	–	0.01%	44
2025 Q1	$269K	Hold	1,980	–	–	0.01%	43
2024 Q4	$262K	Hold	1,980	–	–	0.01%	45
2024 Q3	$281K	Sell	1,980 -1,012	-34%	-$137K	0.01%	42
2024 Q2	$381K	Hold	2,992	–	–	0.02%	34
2024 Q1	$393K	Hold	2,992	–	–	0.03%	33
2023 Q4	$374K	Hold	2,992	–	–	0.03%	32
2023 Q3	$344K	Sell	2,992 -3,062	-51%	-$374K	0.03%	25
2023 Q2	$742K	Hold	6,054	–	–	0.06%	20
2023 Q1	$749K	Buy	+6,054	New	+$762K	0.07%	21
2022 Q4	–	Sell	-7,274	Closed	-$811K	–	32
2022 Q3	$811K	Hold	7,274	–	–	0.81%	18
2022 Q2	$863K	Buy	+7,274	New	+$907K	0.08%	25
2022 Q1	–	Sell	-7,274	Closed	-$939K	–	31
2021 Q4	$939K	Buy	+7,274	New	+$905K	0.07%	25
2021 Q3	–	Hold	0	–	–	–	24
2021 Q2	–	Hold	0	–	–	–	25
2021 Q1	–	Hold	0	–	–	–	30
2020 Q4	–	Hold	0	–	–	–	19
2020 Q3	–	Hold	0	–	–	–	19
2020 Q2	–	Hold	0	–	–	–	18
2020 Q1	–	Hold	0	–	–	–	17
2019 Q4	–	Hold	0	–	–	–	18

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

CBIZ Investment Advisory Services's SDY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,600 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #35.

CBIZ Investment Advisory Services first reported a position in SDY in Q4 2021 and has held it in 17 quarters since. The position peaked at $939K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

CBIZ Investment Advisory Services held 2,600 shares of State Street SPDR S&P Dividend ETF worth $379K as of Q2 2026.
CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #35 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 17 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $939K in Q4 2021.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.