FFP
SDY icon

Freedom Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Freedom Financial Partners’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 		$1.29M Buy
8,461
+207
+3% +$30.8K 0.42% 36
2026
Q1 		$1.21M Sell
8,254
-589
-7% -$87.8K 0.43% 36
2025
Q4 		$1.23M Sell
8,843
-12
-0.1% -$1.67K 0.45% 35
2025
Q3 		$1.24M Buy
8,855
+162
+2% +$22.6K 0.47% 38
2025
Q2 		$1.18M Buy
8,693
+49
+0.6% +$6.5K 0.5% 35
2025
Q1 		$1.17M Buy
8,644
+44
+0.5% +$5.92K 0.55% 34
2024
Q4 		$1.14M Buy
+8,600
New +$1.2M 0.55% 33

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

Freedom Financial Partners's SDY Position: Q2 2026 in Review

Freedom Financial Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q2 2026, buying an estimated $30.8K and bringing the position to 8,461 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #36.

Freedom Financial Partners first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Freedom Financial Partners held 8,461 shares of State Street SPDR S&P Dividend ETF worth $1.29M as of Q2 2026.
  • Freedom Financial Partners bought 207 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $30.8K.
  • State Street SPDR S&P Dividend ETF made up 0.42% of Freedom Financial Partners's portfolio in Q2 2026, its #36 holding.
  • Freedom Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.