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

Focus Financial Network’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	$2.29M	Buy	15,025 +441	+3%	+$65.7K	0.07%	222
2026 Q1	$2.13M	Sell	14,584 -1,683	-10%	-$251K	0.08%	206
2025 Q4	$2.26M	Sell	16,267 -104	-0.6%	-$14.5K	0.08%	194
2025 Q3	$2.29M	Buy	16,371 +810	+5%	+$113K	0.08%	183
2025 Q2	$2.11M	Buy	15,561 +81	+0.5%	+$10.7K	0.08%	184
2025 Q1	$2.1M	Buy	15,480 +609	+4%	+$81.9K	0.09%	176
2024 Q4	$1.96M	Sell	14,871 -133	-0.9%	-$18.6K	0.08%	183
2024 Q3	$2.13M	Buy	15,004 +40	+0.3%	+$5.41K	0.09%	178
2024 Q2	$2M	Sell	14,964 -296	-2%	-$38.1K	0.09%	177
2024 Q1	$1.92M	Sell	15,260 -3,003	-16%	-$377K	0.09%	163
2023 Q4	$2.28M	Buy	18,263 +1,554	+9%	+$182K	0.09%	193
2023 Q3	$1.92M	Sell	16,709 -6,600	-28%	-$806K	0.11%	147
2023 Q2	$2.86M	Sell	23,309 -1,149	-5%	-$140K	0.16%	119
2023 Q1	$3.03M	Buy	24,458 +1,103	+5%	+$139K	0.19%	112
2022 Q4	$2.92M	Sell	23,355 -398	-2%	-$49.2K	0.24%	88
2022 Q3	$2.65M	Buy	23,753 +6,850	+41%	+$844K	0.23%	90
2022 Q2	$2.01M	Sell	16,903 -525	-3%	-$65.5K	0.17%	113
2022 Q1	$2.23M	Buy	17,428 +11,939	+218%	+$1.51M	0.16%	113
2021 Q4	$709K	Buy	5,489 +880	+19%	+$110K	0.1%	173
2021 Q3	$542K	Hold	4,609	–	–	0.07%	240
2021 Q2	$564K	Buy	4,609 +799	+21%	+$98.7K	0.08%	243
2021 Q1	$450K	Sell	3,810 -11,851	-76%	-$1.33M	0.05%	276
2020 Q4	$1.66M	Sell	15,661 -5,958	-28%	-$603K	0.15%	130
2020 Q3	$2M	Sell	21,619 -5,041	-19%	-$475K	0.19%	111
2020 Q2	$2.43M	Sell	26,660 -4,621	-15%	-$406K	0.27%	79
2020 Q1	$2.5M	Sell	31,281 -2,863	-8%	-$282K	0.34%	63
2019 Q4	$3.67M	Buy	34,144 +909	+3%	+$95.4K	0.45%	49
2019 Q3	$3.41M	Sell	33,235 -3	-0%	-$302	0.47%	47
2019 Q2	$3.35M	Buy	33,238 +2,283	+7%	+$228K	0.5%	46
2019 Q1	$3.08M	Buy	+30,955	New	+$2.97M	0.49%	46

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

Focus Financial Network's SDY Position: Q2 2026 in Review

Focus Financial Network increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, buying an estimated $65.7K and bringing the position to 15,025 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #222.

Focus Financial Network first reported a position in SDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.67M in Q4 2019. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Focus Financial Network held 15,025 shares of State Street SPDR S&P Dividend ETF worth $2.29M as of Q2 2026.
Focus Financial Network bought 441 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $65.7K.
State Street SPDR S&P Dividend ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #222 holding.
Focus Financial Network first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's State Street SPDR S&P Dividend ETF position peaked at $3.67M in Q4 2019.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.