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

Dunhill Financial’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	$13.3K	Buy	87 +1	+1%	+$149	﹤0.01%	540
2026 Q1	$12.7K	Hold	86	–	–	﹤0.01%	503
2025 Q4	$12K	Hold	86	–	–	﹤0.01%	474
2025 Q3	$12K	Buy	86 +1	+1%	+$139	﹤0.01%	440
2025 Q2	$11.6K	Hold	85	–	–	﹤0.01%	419
2025 Q1	$11.5K	Buy	85 +1	+1%	+$134	0.01%	387
2024 Q4	$11.1K	Sell	84 -900	-91%	-$126K	0.01%	356
2024 Q3	$140K	Buy	984 +1	+0.1%	+$135	0.07%	100
2024 Q2	$125K	Buy	983 +901	+1,099%	+$116K	0.08%	94
2024 Q1	$10.8K	Hold	82	–	–	0.01%	227
2023 Q4	$10.3K	Buy	+82	New	+$9.63K	0.01%	207

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

Dunhill Financial's SDY Position: Q2 2026 in Review

Dunhill Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2026, buying an estimated $149 and bringing the position to 87 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Dunhill Financial first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Dunhill Financial held 87 shares of State Street SPDR S&P Dividend ETF worth $13.3K as of Q2 2026.
Dunhill Financial bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #540 holding.
Dunhill Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Dunhill Financial's State Street SPDR S&P Dividend ETF position peaked at $140K in Q3 2024.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.