Fortitude Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fortitude Family Office’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	$480K	Hold	3,155	–	–	0.09%	93
2026 Q1	$460K	Hold	3,155	–	–	0.1%	91
2025 Q4	$439K	Hold	3,155	–	–	0.1%	105
2025 Q3	$442K	Hold	3,155	–	–	0.12%	96
2025 Q2	$428K	Hold	3,155	–	–	0.14%	84
2025 Q1	$428K	Sell	3,155 -263	-8%	-$35.4K	0.15%	72
2024 Q4	$452K	Hold	3,418	–	–	0.16%	83
2024 Q3	$485K	Buy	+3,418	New	+$462K	0.19%	67

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

Fortitude Family Office's SDY Position: Q2 2026 in Review

Fortitude Family Office held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,155 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #93.

Fortitude Family Office first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $485K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Fortitude Family Office held 3,155 shares of State Street SPDR S&P Dividend ETF worth $480K as of Q2 2026.
Fortitude Family Office left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.09% of Fortitude Family Office's portfolio in Q2 2026, its #93 holding.
Fortitude Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's State Street SPDR S&P Dividend ETF position peaked at $485K in Q3 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.