Fortis Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fortis Capital Advisors’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	$297K	Sell	1,952 -130	-6%	-$19.4K	0.03%	332
2026 Q1	$304K	Hold	2,082	–	–	0.04%	299
2025 Q4	$290K	Sell	2,082 -64	-3%	-$8.9K	0.04%	250
2025 Q3	$301K	Hold	2,146	–	–	0.05%	229
2025 Q2	$291K	Sell	2,146 -475	-18%	-$63K	0.05%	205
2025 Q1	$356K	Sell	2,621 -5	-0.2%	-$672	0.07%	191
2024 Q4	$367K	Hold	2,626	–	–	0.13%	130
2024 Q3	$373K	Sell	2,626 -710	-21%	-$96K	0.12%	128
2024 Q2	$424K	Buy	3,336 +1,025	+44%	+$132K	0.15%	114
2024 Q1	$303K	Buy	+2,311	New	+$290K	0.13%	138
2023 Q2	–	Sell	-1,760	Closed	-$218K	–	520
2023 Q1	$218K	Sell	1,760 -593	-25%	-$74.6K	0.12%	102
2022 Q4	$294K	Buy	+2,353	New	+$291K	0.18%	78

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

Fortis Capital Advisors's SDY Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.2% in Q2 2026, selling an estimated $19.4K and leaving 1,952 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #332.

Fortis Capital Advisors first reported a position in SDY in Q4 2022 and has held it in 12 quarters since. The position peaked at $424K in Q2 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Fortis Capital Advisors held 1,952 shares of State Street SPDR S&P Dividend ETF worth $297K as of Q2 2026.
Fortis Capital Advisors sold 130 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $19.4K.
State Street SPDR S&P Dividend ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #332 holding.
Fortis Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 12 quarters since.
Fortis Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $424K in Q2 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.