Dynamic Advisor Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Sell |
9,833
-4,165
| -30% | -$621K | 0.04% | 393 |
|
|
2026
Q1 | $2.04M | Sell |
13,998
-108
| -0.8% | -$16.1K | 0.06% | 307 |
|
|
2025
Q4 | $1.96M | Sell |
14,106
-3,536
| -20% | -$492K | 0.06% | 295 |
|
|
2025
Q3 | $2.47M | Sell |
17,642
-154
| -0.9% | -$21.5K | 0.07% | 279 |
|
|
2025
Q2 | $2.42M | Sell |
17,796
-661
| -4% | -$87.7K | 0.07% | 266 |
|
|
2025
Q1 | $2.5M | Sell |
18,457
-1,875
| -9% | -$252K | 0.08% | 240 |
|
|
2024
Q4 | $2.69M | Sell |
20,332
-7,551
| -27% | -$1.05M | 0.12% | 174 |
|
|
2024
Q3 | $3.96M | Sell |
27,883
-3,153
| -10% | -$426K | 0.12% | 199 |
|
|
2024
Q2 | $3.95M | Sell |
31,036
-39,478
| -56% | -$5.09M | 0.12% | 198 |
|
|
2024
Q1 | $9.25M | Sell |
70,514
-2,900
| -4% | -$364K | 0.31% | 79 |
|
|
2023
Q4 | $9.11M | Sell |
73,414
-15,700
| -18% | -$1.84M | 0.34% | 74 |
|
|
2023
Q3 | $10.2M | Sell |
89,114
-3,719
| -4% | -$454K | 0.48% | 45 |
|
|
2023
Q2 | $11.4M | Sell |
92,833
-2,461
| -3% | -$301K | 0.59% | 32 |
|
|
2023
Q1 | $11.8M | Sell |
95,294
-921
| -1% | -$116K | 0.69% | 22 |
|
|
2022
Q4 | $12M | Sell |
96,215
-506
| -0.5% | -$62.5K | 0.82% | 17 |
|
|
2022
Q3 | $10.8M | Buy |
96,721
+4,158
| +4% | +$512K | 0.82% | 21 |
|
|
2022
Q2 | $11M | Buy |
92,563
+4,305
| +5% | +$537K | 0.84% | 20 |
|
|
2022
Q1 | $11.3M | Buy |
88,258
+4,603
| +6% | +$582K | 0.79% | 23 |
|
|
2021
Q4 | $10.8M | Buy |
83,655
+6,293
| +8% | +$783K | 0.77% | 26 |
|
|
2021
Q3 | $9.09M | Buy |
77,362
+6,097
| +9% | +$747K | 0.68% | 26 |
|
|
2021
Q2 | $8.71M | Buy |
71,265
+5,183
| +8% | +$641K | 0.69% | 27 |
|
|
2021
Q1 | $7.8M | Buy |
66,082
+7,191
| +12% | +$806K | 0.72% | 24 |
|
|
2020
Q4 | $6.24M | Buy |
58,891
+7,474
| +15% | +$756K | 0.58% | 33 |
|
|
2020
Q3 | $4.75M | Buy |
51,417
+4,074
| +9% | +$384K | 0.54% | 31 |
|
|
2020
Q2 | $4.32M | Buy |
47,343
+6,276
| +15% | +$552K | 0.58% | 29 |
|
|
2020
Q1 | $3.28M | Buy |
41,067
+17,450
| +74% | +$1.72M | 0.6% | 29 |
|
|
2019
Q4 | $2.54M | Buy |
23,617
+1,028
| +5% | +$108K | 0.35% | 72 |
|
|
2019
Q3 | $2.32M | Buy |
22,589
+893
| +4% | +$90K | 0.36% | 73 |
|
|
2019
Q2 | $2.19M | Buy |
21,696
+1,157
| +6% | +$116K | 0.35% | 75 |
|
|
2019
Q1 | $2.04M | Buy |
20,539
+2,627
| +15% | +$252K | 0.39% | 68 |
|
|
2018
Q4 | $1.68M | Sell |
17,912
-6,815
| -28% | -$643K | 0.36% | 80 |
|
|
2018
Q3 | $2.42M | Buy |
24,727
+2,441
| +11% | +$237K | 0.5% | 52 |
|
|
2018
Q2 | $2.06M | Buy |
22,286
+3,724
| +20% | +$343K | 0.47% | 58 |
|
|
2018
Q1 | $1.69M | Buy |
18,562
+10,144
| +121% | +$948K | 0.43% | 77 |
|
|
2017
Q4 | $795K | Buy |
+8,418
| New | +$789K | 0.26% | 117 |
|
Other funds holding SDY
JIC
Dynamic Advisor Solutions's SDY Position: Q2 2026 in Review
Dynamic Advisor Solutions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 30% in Q2 2026, selling an estimated $621K and leaving 9,833 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #393.
Dynamic Advisor Solutions first reported a position in SDY in Q4 2017 and has held it in 35 quarters since. The position peaked at $12M in Q4 2022. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Dynamic Advisor Solutions held 9,833 shares of State Street SPDR S&P Dividend ETF worth $1.5M as of Q2 2026.
- Dynamic Advisor Solutions sold 4,165 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $621K.
- State Street SPDR S&P Dividend ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #393 holding.
- Dynamic Advisor Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- Dynamic Advisor Solutions's State Street SPDR S&P Dividend ETF position peaked at $12M in Q4 2022.
- 1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.