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Founders Financial Alliance’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Founders Financial Alliance’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 		$165K Buy
1,086
+1
+0.1% +$149 0.02% 456
2026
Q1 		$158K Buy
1,085
+328
+43% +$48.9K 0.03% 415
2025
Q4 		$105K Sell
757
-328
-30% -$45.6K 0.02% 389
2025
Q3 		$152K Buy
1,085
+328
+43% +$45.8K 0.03% 400
2025
Q2 		$103K Sell
757
-327
-30% -$43.4K 0.02% 351
2025
Q1 		$147K Buy
1,084
+256
+31% +$34.4K 0.04% 361
2024
Q4 		$109K Hold
828
– – 0.03% 316
2024
Q3 		$118K Sell
828
-254
-23% -$34.4K 0.03% 318
2024
Q2 		$138K Buy
1,082
+12
+1% +$1.55K 0.04% 297
2024
Q1 		$140K Sell
1,070
-170
-14% -$21.3K 0.04% 298
2023
Q4 		$155K Sell
1,240
-322
-21% -$37.8K 0.06% 261
2023
Q3 		$180K Sell
1,562
-82
-5% -$10K 0.08% 232
2023
Q2 		$202K Buy
1,644
+101
+7% +$12.3K 0.08% 251
2023
Q1 		$191K Sell
1,543
-19
-1% -$2.39K 0.1% 204
2022
Q4 		$195K Buy
1,562
+132
+9% +$16.3K 0.09% 222
2022
Q3 		$159K Buy
1,430
+322
+29% +$39.7K 0.08% 224
2022
Q2 		$132K Sell
1,108
-311
-22% -$38.8K 0.07% 240
2022
Q1 		$182K Sell
1,419
-196
-12% -$24.8K 0.08% 220
2021
Q4 		$209K Sell
1,615
-100
-6% -$12.4K 0.08% 241
2021
Q3 		$202K Hold
1,715
– – 0.09% 218
2021
Q2 		$209K Buy
1,715
+236
+16% +$29.2K 0.1% 225
2021
Q1 		$183K Hold
1,479
– – 0.09% 228
2020
Q4 		$156K Hold
1,479
– – 0.09% 215
2020
Q3 		$138K Buy
+1,479
New +$139K 0.08% 207

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Alliance's SDY Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.09% in Q2 2026, buying an estimated $149 and bringing the position to 1,086 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #456.

Founders Financial Alliance first reported a position in SDY in Q3 2020 and has held it in 24 quarters since. The position peaked at $209K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Founders Financial Alliance held 1,086 shares of State Street SPDR S&P Dividend ETF worth $165K as of Q2 2026.
  • Founders Financial Alliance bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #456 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's State Street SPDR S&P Dividend ETF position peaked at $209K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.