Financial Alternatives’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Alternatives’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	$236K	Hold	1,549	–	–	0.12%	74
2026 Q1	$226K	Hold	1,549	–	–	0.12%	72
2025 Q4	$216K	Hold	1,549	–	–	0.13%	81
2025 Q3	$217K	Hold	1,549	–	–	0.13%	80
2025 Q2	$210K	Buy	+1,549	New	+$205K	0.14%	81
2024 Q4	–	Sell	-1,451	Closed	-$206K	–	84
2024 Q3	$206K	Buy	+1,451	New	+$196K	0.15%	80

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

Financial Alternatives's SDY Position: Q2 2026 in Review

Financial Alternatives held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,549 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #74.

Financial Alternatives first reported a position in SDY in Q3 2024 and has held it in 6 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Alternatives held 1,549 shares of State Street SPDR S&P Dividend ETF worth $236K as of Q2 2026.
Financial Alternatives left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.12% of Financial Alternatives's portfolio in Q2 2026, its #74 holding.
Financial Alternatives first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 6 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.