Compass Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Compass Financial Management’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	$433K	Buy	+2,767	New	+$412K	0.05%	293

Other funds holding SDY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Compass Financial Management's SDY Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 2,767 shares worth $433K. The stake represents 0.05% of the portfolio and ranks #293 among its holdings.

1,199 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Compass Financial Management held 2,767 shares of State Street SPDR S&P Dividend ETF worth $433K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Compass Financial Management position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #293 holding.
1,199 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.