Family Legacy Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Family Legacy Inc’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	$295K	Hold	1,940	–	–	0.08%	113
2026 Q1	$283K	Sell	1,940 -55	-3%	-$8.2K	0.09%	114
2025 Q4	$278K	Hold	1,995	–	–	0.08%	113
2025 Q3	$279K	Sell	1,995 -66	-3%	-$9.21K	0.09%	113
2025 Q2	$280K	Sell	2,061 -74	-3%	-$9.81K	0.09%	114
2025 Q1	$290K	Sell	2,135 -188	-8%	-$25.3K	0.1%	113
2024 Q4	$304K	Sell	2,323 -70	-3%	-$9.78K	0.1%	109
2024 Q3	$340K	Hold	2,393	–	–	0.11%	109
2024 Q2	$304K	Sell	2,393 -156	-6%	-$20.1K	0.11%	109
2024 Q1	$335K	Sell	2,549 -160	-6%	-$20.1K	0.12%	105
2023 Q4	$339K	Hold	2,709	–	–	0.13%	103
2023 Q3	$312K	Sell	2,709 -53	-2%	-$6.47K	0.13%	104
2023 Q2	$339K	Hold	2,762	–	–	0.14%	103
2023 Q1	$342K	Sell	2,762 -156	-5%	-$19.6K	0.15%	100
2022 Q4	$372K	Buy	2,918 +996	+52%	+$123K	0.16%	100
2022 Q3	$214K	Buy	+1,922	New	+$237K	0.11%	108

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

Family Legacy Inc's SDY Position: Q2 2026 in Review

Family Legacy Inc held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,940 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #113.

Family Legacy Inc first reported a position in SDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $372K in Q4 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Family Legacy Inc held 1,940 shares of State Street SPDR S&P Dividend ETF worth $295K as of Q2 2026.
Family Legacy Inc left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Family Legacy Inc's portfolio in Q2 2026, its #113 holding.
Family Legacy Inc first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Family Legacy Inc's State Street SPDR S&P Dividend ETF position peaked at $372K in Q4 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.