Concurrent Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Concurrent Investment 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	$4.15M	Buy	27,269 +3,271	+14%	+$487K	0.04%	488
2026 Q1	$3.5M	Sell	23,998 -1,578	-6%	-$235K	0.04%	444
2025 Q4	$3.56M	Buy	25,576 +1,406	+6%	+$196K	0.04%	413
2025 Q3	$3.38M	Buy	24,170 +533	+2%	+$74.4K	0.06%	324
2025 Q2	$3.21M	Buy	23,637 +6,187	+35%	+$820K	0.06%	313
2025 Q1	$2.37M	Buy	17,450 +11,288	+183%	+$1.52M	0.06%	335
2024 Q4	$814K	Buy	6,162 +1,536	+33%	+$215K	0.02%	541
2024 Q3	$657K	Buy	4,626 +588	+15%	+$79.5K	0.02%	559
2024 Q2	$513K	Buy	4,038 +1,114	+38%	+$143K	0.02%	579
2024 Q1	$384K	Sell	2,924 -184	-6%	-$23.1K	0.02%	614
2023 Q4	$388K	Buy	+3,108	New	+$365K	0.02%	560

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

Concurrent Investment Advisors's SDY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 14% in Q2 2026, buying an estimated $487K and bringing the position to 27,269 shares worth $4.15M. The position accounts for 0.04% of the portfolio, ranked #488.

Concurrent Investment Advisors first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Concurrent Investment Advisors held 27,269 shares of State Street SPDR S&P Dividend ETF worth $4.15M as of Q2 2026.
Concurrent Investment Advisors bought 3,271 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $487K.
State Street SPDR S&P Dividend ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #488 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.