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

Financial Concepts Unlimited’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 		$235K Buy
1,547
+132
+9% +$19.7K 0.18% 40
2026
Q1 		$207K Buy
+1,415
New +$211K 0.19% 42

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Concepts Unlimited's SDY Position: Q2 2026 in Review

Financial Concepts Unlimited increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.3% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,547 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #40.

Financial Concepts Unlimited first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Financial Concepts Unlimited held 1,547 shares of State Street SPDR S&P Dividend ETF worth $235K as of Q2 2026.
  • Financial Concepts Unlimited bought 132 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $19.7K.
  • State Street SPDR S&P Dividend ETF made up 0.18% of Financial Concepts Unlimited's portfolio in Q2 2026, its #40 holding.
  • Financial Concepts Unlimited first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 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 Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.