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

Eagle 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 		$2.29M Sell
15,024
-36
-0.2% -$5.36K 0.23% 89
2026
Q1 		$2.2M Buy
15,060
+435
+3% +$64.8K 0.26% 81
2025
Q4 		$2.04M Buy
14,625
+337
+2% +$46.9K 0.26% 78
2025
Q3 		$2M Sell
14,288
-999
-7% -$139K 0.27% 78
2025
Q2 		$2.07M Sell
15,287
-424
-3% -$56.2K 0.32% 70
2025
Q1 		$2.13M Sell
15,711
-608
-4% -$81.8K 0.37% 54
2024
Q4 		$2.16M Buy
16,319
+470
+3% +$65.6K 0.37% 58
2024
Q3 		$2.25M Sell
15,849
-123
-0.8% -$16.6K 0.41% 55
2024
Q2 		$2.03M Buy
15,972
+719
+5% +$92.6K 0.39% 59
2024
Q1 		$2M Sell
15,253
-4,401
-22% -$552K 0.44% 61
2023
Q4 		$2.46M Sell
19,654
-8,075
-29% -$948K 0.53% 47
2023
Q3 		$3.19M Buy
27,729
+801
+3% +$97.8K 0.78% 36
2023
Q2 		$3.3M Sell
26,928
-1,439
-5% -$176K 0.8% 31
2023
Q1 		$3.51M Buy
28,367
+1,268
+5% +$160K 0.88% 29
2022
Q4 		$3.39M Sell
27,099
-350
-1% -$43.2K 1.01% 30
2022
Q3 		$3.06M Buy
27,449
+7,505
+38% +$924K 1.6% 21
2022
Q2 		$2.37M Buy
19,944
+2,268
+13% +$283K 0.86% 33
2022
Q1 		$2.26M Buy
17,676
+857
+5% +$108K 0.88% 30
2021
Q4 		$2.17M Buy
+16,819
New +$2.09M 0.85% 35

Other funds holding SDY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies's SDY Position: Q2 2026 in Review

Eagle Strategies reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.24% in Q2 2026, selling an estimated $5.36K and leaving 15,024 shares worth $2.29M. The position accounts for 0.23% of the portfolio, ranked #89.

Eagle Strategies first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q1 2023. 681 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Eagle Strategies held 15,024 shares of State Street SPDR S&P Dividend ETF worth $2.29M as of Q2 2026.
  • Eagle Strategies sold 36 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.36K.
  • State Street SPDR S&P Dividend ETF made up 0.23% of Eagle Strategies's portfolio in Q2 2026, its #89 holding.
  • Eagle Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's State Street SPDR S&P Dividend ETF position peaked at $3.51M in Q1 2023.
  • 681 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.