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

Financial Insights’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	$261K	Hold	1,714	–	–	0.07%	126
2026 Q1	$250K	Hold	1,714	–	–	0.08%	113
2025 Q4	$239K	Hold	1,714	–	–	0.08%	111
2025 Q3	$240K	Hold	1,714	–	–	0.08%	121
2025 Q2	$233K	Hold	1,714	–	–	0.09%	111
2025 Q1	$233K	Buy	+1,714	New	+$231K	0.09%	96
2024 Q2	–	Sell	-2,250	Closed	-$295K	–	159
2024 Q1	$295K	Buy	+2,250	New	+$282K	0.08%	134
2023 Q1	–	Sell	-1,600	Closed	-$200K	–	172
2022 Q4	$200K	Buy	+1,600	New	+$198K	0.09%	143
2022 Q2	–	Sell	-1,608	Closed	-$206K	–	91
2022 Q1	$206K	Hold	1,608	–	–	0.19%	82
2021 Q4	$208K	Buy	+1,608	New	+$200K	0.18%	82
2021 Q3	–	Sell	-1,608	Closed	-$197K	–	194
2021 Q2	$197K	Buy	+1,608	New	+$199K	0.16%	81

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 Insights's SDY Position: Q2 2026 in Review

Financial Insights held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,714 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #126.

Financial Insights first reported a position in SDY in Q2 2021 and has held it in 11 quarters since. The position peaked at $295K in Q1 2024. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Insights held 1,714 shares of State Street SPDR S&P Dividend ETF worth $261K as of Q2 2026.
Financial Insights left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.07% of Financial Insights's portfolio in Q2 2026, its #126 holding.
Financial Insights first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and has held it in 11 quarters since.
Financial Insights's State Street SPDR S&P Dividend ETF position peaked at $295K in Q1 2024.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.