EP Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

EP Wealth Advisors’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	$6.07M	Buy	39,864 +5,379	+16%	+$801K	0.02%	344
2026 Q1	$5.03M	Buy	34,485 +364	+1%	+$54.2K	0.02%	309
2025 Q4	$4.75M	Buy	+34,121	New	+$4.75M	0.02%	290
2025 Q2	$5.14M	Buy	37,901 +285	+0.8%	+$37.8K	0.03%	258
2025 Q1	$5.1M	Buy	37,616 +450	+1%	+$60.5K	0.04%	219
2024 Q4	$4.91M	Sell	37,166 -1,162	-3%	-$162K	0.04%	220
2024 Q3	$5.44M	Sell	38,328 -163	-0.4%	-$22K	0.05%	211
2024 Q2	$4.9M	Buy	38,491 +4,123	+12%	+$531K	0.05%	185
2024 Q1	$4.51M	Sell	34,368 -2,354	-6%	-$295K	0.05%	179
2023 Q4	$4.59M	Sell	36,722 -2,259	-6%	-$265K	0.06%	169
2023 Q3	$4.48M	Buy	38,981 +32,162	+472%	+$3.93M	0.07%	157
2023 Q2	$4.52M	Sell	6,819 -3,181	-32%	-$389K	0.07%	159
2023 Q1	$0	Sell	10,000 -29,943	-75%	-$3.77M	﹤0.01%	694
2022 Q4	$5M	Buy	39,943 +9,573	+32%	+$1.18M	0.09%	125
2022 Q3	$3.39M	Buy	30,370 +2,806	+10%	+$346K	0.08%	143
2022 Q2	$3.27M	Sell	27,564 -1,311	-5%	-$163K	0.07%	145
2022 Q1	$3.7M	Buy	28,875 +821	+3%	+$104K	0.08%	141
2021 Q4	$3.62M	Sell	28,054 -2,333	-8%	-$290K	0.09%	133
2021 Q3	$3.57M	Buy	30,387 +9,527	+46%	+$1.17M	0.1%	116
2021 Q2	$2.55M	Sell	20,860 -3,029	-13%	-$374K	0.07%	159
2021 Q1	$2.82M	Buy	23,889 +1,745	+8%	+$196K	0.09%	139
2020 Q4	$2.35M	Sell	22,144 -201	-0.9%	-$20.3K	0.08%	121
2020 Q3	$2.06M	Sell	22,345 -1,236	-5%	-$117K	0.09%	110
2020 Q2	$2.15M	Sell	23,581 -994	-4%	-$87.4K	0.09%	110
2020 Q1	$1.96M	Sell	24,575 -1,321	-5%	-$130K	0.1%	119
2019 Q4	$2.79M	Sell	25,896 -1,709	-6%	-$179K	0.11%	111
2019 Q3	$2.83M	Sell	27,605 -3,119	-10%	-$314K	0.14%	89
2019 Q2	$3.1M	Sell	30,724 -1,000	-3%	-$100K	0.19%	59
2019 Q1	$3.15M	Sell	31,724 -2,067	-6%	-$199K	0.3%	54
2018 Q4	$3.02M	Buy	33,791 +14,986	+80%	+$1.41M	0.23%	62
2018 Q3	$1.84M	Buy	+18,805	New	+$1.82M	0.14%	79

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

EP Wealth Advisors's SDY Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 16% in Q2 2026, buying an estimated $801K and bringing the position to 39,864 shares worth $6.07M. The position accounts for 0.02% of the portfolio, ranked #344.

EP Wealth Advisors first reported a position in SDY in Q3 2018 and has held it in 31 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

EP Wealth Advisors held 39,864 shares of State Street SPDR S&P Dividend ETF worth $6.07M as of Q2 2026.
EP Wealth Advisors bought 5,379 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $801K.
State Street SPDR S&P Dividend ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #344 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and has held it in 31 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.