Fortune Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fortune Financial 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	$311K	Hold	2,041	–	–	0.13%	133
2026 Q1	$298K	Sell	2,041 -175	-8%	-$26.1K	0.15%	119
2025 Q4	$308K	Hold	2,216	–	–	0.21%	80
2025 Q3	$310K	Hold	2,216	–	–	0.23%	80
2025 Q2	$301K	Hold	2,216	–	–	0.24%	78
2025 Q1	$301K	Buy	2,216 +175	+9%	+$23.5K	0.26%	77
2024 Q4	$270K	Hold	2,041	–	–	0.25%	78
2024 Q3	$290K	Sell	2,041 -2,040	-50%	-$276K	0.26%	75
2024 Q2	$519K	Sell	4,081 -1,916	-32%	-$247K	0.32%	82
2024 Q1	$787K	Sell	5,997 -4,734	-44%	-$594K	0.5%	63
2023 Q4	$1.34M	Sell	10,731 -310	-3%	-$36.4K	0.94%	33
2023 Q3	$1.27M	Buy	11,041 +501	+5%	+$61.1K	0.97%	31
2023 Q2	$1.29M	Buy	+10,540	New	+$1.29M	0.97%	34

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Fortune Financial Advisors's SDY Position: Q2 2026 in Review

Fortune Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,041 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #133.

Fortune Financial Advisors first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2023. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Fortune Financial Advisors held 2,041 shares of State Street SPDR S&P Dividend ETF worth $311K as of Q2 2026.
Fortune Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.13% of Fortune Financial Advisors's portfolio in Q2 2026, its #133 holding.
Fortune Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.34M in Q4 2023.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.