Fiduciary Advisors Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fiduciary Advisors 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	$11K	Sell	72 -10	-12%	-$1.49K	0.01%	93
2026 Q1	$12K	Hold	82	–	–	0.01%	84
2025 Q4	$11.4K	Hold	82	–	–	0.01%	89
2025 Q3	$11.5K	Sell	82 -4	-5%	-$558	0.01%	77
2025 Q2	$11.7K	Sell	86 -16	-16%	-$2.12K	0.01%	75
2025 Q1	$13.8K	Hold	102	–	–	0.01%	72
2024 Q4	$13.5K	Buy	+102	New	+$14.2K	0.01%	74

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Fiduciary Advisors Inc's SDY Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q2 2026, selling an estimated $1.49K and leaving 72 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #93.

Fiduciary Advisors Inc first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.8K in Q1 2025. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Fiduciary Advisors Inc held 72 shares of State Street SPDR S&P Dividend ETF worth $11K as of Q2 2026.
Fiduciary Advisors Inc sold 10 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.49K.
State Street SPDR S&P Dividend ETF made up 0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #93 holding.
Fiduciary Advisors Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's State Street SPDR S&P Dividend ETF position peaked at $13.8K in Q1 2025.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.