Focus Partners Advisor Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Focus Partners Advisor Solutions’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	$2.36M	Buy	15,480 +9,737	+170%	+$1.45M	0.02%	335
2026 Q1	$838K	Sell	5,743 -124	-2%	-$18.5K	0.01%	611
2025 Q4	$816K	Sell	5,867 -3,953	-40%	-$550K	0.01%	559
2025 Q3	$1.36M	Buy	9,820 +4,109	+72%	+$573K	0.02%	422
2025 Q2	$775K	Sell	5,711 -3,192	-36%	-$423K	0.01%	519
2025 Q1	$1.21M	Sell	8,903 -293	-3%	-$39.4K	0.02%	339
2024 Q4	$1.21M	Buy	9,196 +4,413	+92%	+$616K	0.02%	301
2024 Q3	$679K	Buy	4,783 +366	+8%	+$49.5K	0.01%	380
2024 Q2	$562K	Sell	4,417 -2,288	-34%	-$295K	0.01%	344
2024 Q1	$880K	Buy	+6,705	New	+$841K	0.03%	257

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 Partners Advisor Solutions's SDY Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 170% in Q2 2026, buying an estimated $1.45M and bringing the position to 15,480 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #335.

Focus Partners Advisor Solutions first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Focus Partners Advisor Solutions held 15,480 shares of State Street SPDR S&P Dividend ETF worth $2.36M as of Q2 2026.
Focus Partners Advisor Solutions bought 9,737 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.45M.
State Street SPDR S&P Dividend ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #335 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.