Empower Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Empower Advisory Group’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	$317K	Sell	2,085 -40	-2%	-$5.96K	﹤0.01%	424
2026 Q1	$310K	Sell	2,125 -31	-1%	-$4.62K	﹤0.01%	406
2025 Q4	$300K	Buy	2,156 +69	+3%	+$9.6K	﹤0.01%	414
2025 Q3	$292K	Sell	2,087 -255	-11%	-$35.6K	﹤0.01%	438
2025 Q2	$318K	Buy	2,342 +255	+12%	+$33.8K	﹤0.01%	395
2025 Q1	$283K	Buy	2,087 +145	+7%	+$19.5K	﹤0.01%	409
2024 Q4	$257K	Sell	1,942 -71	-4%	-$9.91K	﹤0.01%	436
2024 Q3	$286K	Sell	2,013 -222	-10%	-$30K	﹤0.01%	411
2024 Q2	$284K	Sell	2,235 -1,632	-42%	-$210K	﹤0.01%	408
2024 Q1	$508K	Buy	3,867 +93	+2%	+$11.7K	﹤0.01%	301
2023 Q4	$472K	Buy	3,774 +2	+0.1%	+$235	﹤0.01%	305
2023 Q3	$434K	Hold	3,772	–	–	﹤0.01%	309
2023 Q2	$462K	Sell	3,772 -42	-1%	-$5.13K	﹤0.01%	321
2023 Q1	$472K	Buy	+3,814	New	+$480K	﹤0.01%	311

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

Empower Advisory Group's SDY Position: Q2 2026 in Review

Empower Advisory Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.9% in Q2 2026, selling an estimated $5.96K and leaving 2,085 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Empower Advisory Group first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. The position peaked at $508K in Q1 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Empower Advisory Group held 2,085 shares of State Street SPDR S&P Dividend ETF worth $317K as of Q2 2026.
Empower Advisory Group sold 40 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.96K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #424 holding.
Empower Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $508K in Q1 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.