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

DHJJ 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	$462K	Buy	3,037 +7	+0.2%	+$1.04K	0.13%	119
2026 Q1	$442K	Buy	3,030 +271	+10%	+$40.4K	0.15%	113
2025 Q4	$384K	Sell	2,759 -286	-9%	-$39.8K	0.13%	127
2025 Q3	$426K	Sell	3,045 -257	-8%	-$35.9K	0.14%	111
2025 Q2	$448K	Hold	3,302	–	–	0.16%	107
2025 Q1	$448K	Sell	3,302 -75	-2%	-$10.1K	0.18%	93
2024 Q4	$446K	Sell	3,377 -278	-8%	-$38.8K	0.17%	99
2024 Q3	$519K	Hold	3,655	–	–	0.21%	88
2024 Q2	$465K	Sell	3,655 -188	-5%	-$24.2K	0.2%	90
2024 Q1	$504K	Sell	3,843 -50	-1%	-$6.27K	0.22%	78
2023 Q4	$486K	Sell	3,893 -1,520	-28%	-$178K	0.23%	79
2023 Q3	$622K	Buy	5,413 +6	+0.1%	+$732	0.32%	59
2023 Q2	$663K	Sell	5,407 -25	-0.5%	-$3.05K	0.35%	64
2023 Q1	$672K	Buy	5,432 +5	+0.1%	+$629	0.36%	57
2022 Q4	$679K	Buy	5,427 +6	+0.1%	+$741	0.39%	57
2022 Q3	$604K	Buy	5,421 +5	+0.1%	+$616	0.35%	64
2022 Q2	$643K	Buy	5,416 +51	+1%	+$6.36K	0.36%	59
2022 Q1	$695K	Buy	5,365 +1,664	+45%	+$210K	0.33%	63
2021 Q4	$478K	Buy	3,701 +116	+3%	+$14.4K	0.22%	82
2021 Q3	$421K	Buy	3,585 +216	+6%	+$26.5K	0.22%	85
2021 Q2	$412K	Buy	3,369 +4	+0.1%	+$494	0.22%	85
2021 Q1	$397K	Buy	3,365 +6	+0.2%	+$673	0.23%	76
2020 Q4	$356K	Buy	+3,359	New	+$340K	0.22%	72

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

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

DHJJ Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.23% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,037 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #119.

DHJJ Financial Advisors first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $695K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

DHJJ Financial Advisors held 3,037 shares of State Street SPDR S&P Dividend ETF worth $462K as of Q2 2026.
DHJJ Financial Advisors bought 7 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.04K.
State Street SPDR S&P Dividend ETF made up 0.13% of DHJJ Financial Advisors's portfolio in Q2 2026, its #119 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $695K in Q1 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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