Formidable Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Formidable Asset Management’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	$291K	Hold	1,991	–	–	0.05%	327
2026 Q1	$277K	Hold	1,991	–	–	0.04%	333
2025 Q4	$279K	Hold	1,991	–	–	0.04%	347
2025 Q3	$270K	Hold	1,991	–	–	0.04%	341
2025 Q2	$270K	Hold	1,991	–	–	0.05%	322
2025 Q1	$270K	Hold	1,991	–	–	0.05%	321
2024 Q4	$263K	Hold	1,991	–	–	0.04%	320
2024 Q3	$283K	Hold	1,991	–	–	0.05%	303
2024 Q2	$253K	Buy	1,991 +158	+9%	+$20.4K	0.04%	330
2024 Q1	$241K	Buy	+1,833	New	+$230K	0.04%	310
2015 Q3	–	Sell	-101	Closed	-$8K	–	635
2015 Q2	$8K	Hold	101	–	–	0.01%	394
2015 Q1	$8K	Sell	101 -8	-7%	-$627	0.01%	384
2014 Q4	$9K	Hold	109	–	–	0.01%	348
2014 Q3	$9K	Hold	109	–	–	0.01%	347
2014 Q2	$8K	Hold	109	–	–	﹤0.01%	384
2014 Q1	$8K	Hold	109	–	–	0.01%	346
2013 Q4	$8K	Hold	109	–	–	0.01%	367
2013 Q3	$8K	Buy	+109	New	+$7.52K	0.01%	330

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

Formidable Asset Management's SDY Position: Q2 2026 in Review

Formidable Asset Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,991 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #327.

Formidable Asset Management first reported a position in SDY in Q3 2013 and has held it in 18 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Formidable Asset Management held 1,991 shares of State Street SPDR S&P Dividend ETF worth $291K as of Q2 2026.
Formidable Asset Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #327 holding.
Formidable Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2013 and has held it in 18 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.