Churchill Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Churchill Financial Advisors’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	$1.45M	Sell	9,523 -425	-4%	-$63.3K	0.28%	56
2026 Q1	$1.45M	Sell	9,948 -480	-5%	-$71.5K	0.31%	55
2025 Q4	$1.45M	Buy	+10,428	New	+$1.45M	0.44%	46

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

Churchill Financial Advisors's SDY Position: Q2 2026 in Review

Churchill Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.3% in Q2 2026, selling an estimated $63.3K and leaving 9,523 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #56.

Churchill Financial Advisors first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Churchill Financial Advisors held 9,523 shares of State Street SPDR S&P Dividend ETF worth $1.45M as of Q2 2026.
Churchill Financial Advisors sold 425 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $63.3K.
State Street SPDR S&P Dividend ETF made up 0.28% of Churchill Financial Advisors's portfolio in Q2 2026, its #56 holding.
Churchill Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Churchill Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.45M in Q1 2026.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.