Dynamic Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Dynamic Wealth Strategies’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	$123K	Hold	807	–	–	0.07%	111
2026 Q1	$118K	Buy	807 +707	+707%	+$105K	0.07%	110
2025 Q4	$13.9K	Hold	100	–	–	0.01%	192
2025 Q3	$14K	Hold	100	–	–	0.01%	188
2025 Q2	$13.6K	Hold	100	–	–	0.01%	185
2025 Q1	$13.6K	Buy	+100	New	+$13.4K	0.01%	185
2024 Q4	–	Sell	-100	Closed	-$14K	–	200
2024 Q3	$14K	Hold	100	–	–	0.01%	184
2024 Q2	$13K	Hold	100	–	–	0.01%	189
2024 Q1	$13K	Hold	100	–	–	0.01%	194
2023 Q4	$12.5K	Buy	+100	New	+$11.7K	0.01%	191

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

Dynamic Wealth Strategies's SDY Position: Q2 2026 in Review

Dynamic Wealth Strategies held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 807 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #111.

Dynamic Wealth Strategies first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Dynamic Wealth Strategies held 807 shares of State Street SPDR S&P Dividend ETF worth $123K as of Q2 2026.
Dynamic Wealth Strategies left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.07% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #111 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.