Cypress Wealth Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cypress Wealth 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	$349K	Sell	2,294 -21	-0.9%	-$3.13K	0.04%	304
2026 Q1	$338K	Buy	2,315 +3	+0.1%	+$447	0.05%	282
2025 Q4	$322K	Buy	2,312 +452	+24%	+$62.9K	0.04%	285
2025 Q3	$260K	Buy	1,860 +4	+0.2%	+$558	0.04%	278
2025 Q2	$252K	Buy	1,856 +4	+0.2%	+$530	0.05%	264
2025 Q1	$251K	Buy	1,852 +2	+0.1%	+$269	0.05%	239
2024 Q4	$244K	Buy	+1,850	New	+$258K	0.05%	239

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

Cypress Wealth Services's SDY Position: Q2 2026 in Review

Cypress Wealth Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.91% in Q2 2026, selling an estimated $3.13K and leaving 2,294 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #304.

Cypress Wealth Services first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cypress Wealth Services held 2,294 shares of State Street SPDR S&P Dividend ETF worth $349K as of Q2 2026.
Cypress Wealth Services sold 21 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.13K.
State Street SPDR S&P Dividend ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #304 holding.
Cypress Wealth Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.