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

Crewe 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	$509K	Hold	3,347	–	–	0.04%	139
2026 Q1	$488K	Sell	3,347 -20	-0.6%	-$2.98K	0.04%	128
2025 Q4	$469K	Hold	3,367	–	–	0.04%	132
2025 Q3	$472K	Sell	3,367 -187	-5%	-$26.1K	0.05%	131
2025 Q2	$482K	Sell	3,554 -25	-0.7%	-$3.31K	0.07%	92
2025 Q1	$486K	Hold	3,579	–	–	0.07%	79
2024 Q4	$473K	Sell	3,579 -35	-1%	-$4.89K	0.07%	78
2024 Q3	$513K	Sell	3,614 -378	-9%	-$51.1K	0.06%	80
2024 Q2	$508K	Hold	3,992	–	–	0.06%	108
2024 Q1	$524K	Buy	3,992 +346	+9%	+$43.4K	0.06%	93
2023 Q4	$456K	Buy	3,646 +282	+8%	+$33.1K	0.07%	53
2023 Q3	$387K	Hold	3,364	–	–	0.07%	51
2023 Q2	$412K	Hold	3,364	–	–	0.06%	87
2023 Q1	$416K	Hold	3,364	–	–	0.06%	96
2022 Q4	$421K	Hold	3,364	–	–	0.07%	90
2022 Q3	$375K	Buy	3,364 +2,987	+792%	+$368K	0.07%	89
2022 Q2	$45K	Buy	+377	New	+$47K	0.01%	308
2019 Q1	–	Sell	-3,394	Closed	-$304K	–	267
2018 Q4	$304K	Hold	3,394	–	–	0.1%	43
2018 Q3	$332K	Hold	3,394	–	–	0.28%	42
2018 Q2	$315K	Hold	3,394	–	–	0.29%	42
2018 Q1	$310K	Hold	3,394	–	–	0.3%	38
2017 Q4	$321K	Buy	+3,394	New	+$318K	0.31%	37

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

Crewe Advisors's SDY Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,347 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #139.

Crewe Advisors first reported a position in SDY in Q4 2017 and has held it in 22 quarters since. The position peaked at $524K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Crewe Advisors held 3,347 shares of State Street SPDR S&P Dividend ETF worth $509K as of Q2 2026.
Crewe Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #139 holding.
Crewe Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 22 quarters since.
Crewe Advisors's State Street SPDR S&P Dividend ETF position peaked at $524K in Q1 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.