Foundations Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Foundations Investment 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	$315K	Buy	2,068 +245	+13%	+$36.5K	﹤0.01%	946
2026 Q1	$266K	Buy	1,823 +211	+13%	+$31.4K	﹤0.01%	962
2025 Q4	$224K	Sell	1,612 -33	-2%	-$4.59K	﹤0.01%	1013
2025 Q3	$230K	Buy	1,645 +38	+2%	+$5.3K	﹤0.01%	948
2025 Q2	$218K	Sell	1,607 -306	-16%	-$40.6K	﹤0.01%	858
2025 Q1	$260K	Buy	+1,913	New	+$257K	﹤0.01%	757
2021 Q3	–	Sell	-228,745	Closed	-$28.2M	–	332
2021 Q2	$28.2M	Buy	228,745 +28,036	+14%	+$3.46M	1.35%	8
2021 Q1	$24M	Buy	200,709 +42,644	+27%	+$4.78M	1.38%	8
2020 Q4	$17.2M	Buy	+158,065	New	+$16M	1.13%	11

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

Foundations Investment Advisors's SDY Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,068 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Foundations Investment Advisors first reported a position in SDY in Q4 2020 and has held it in 9 quarters since. The position peaked at $28.2M in Q2 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Foundations Investment Advisors held 2,068 shares of State Street SPDR S&P Dividend ETF worth $315K as of Q2 2026.
Foundations Investment Advisors bought 245 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $36.5K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #946 holding.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 9 quarters since.
Foundations Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $28.2M in Q2 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.