FWL Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

FWL Investment Management’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	$89.2K	Sell	586 -7	-1%	-$1.04K	0.02%	158
2026 Q1	$86.5K	Hold	593	–	–	0.02%	139
2025 Q4	$82.5K	Sell	593 -23	-4%	-$3.2K	0.02%	127
2025 Q3	$86.3K	Hold	616	–	–	0.02%	122
2025 Q2	$83.6K	Buy	616 +12	+2%	+$1.59K	0.03%	126
2025 Q1	$82K	Sell	604 -5	-0.8%	-$672	0.03%	122
2024 Q4	$80.4K	Hold	609	–	–	0.03%	125
2024 Q3	$86.5K	Buy	609 +291	+92%	+$39.4K	0.03%	99
2024 Q2	$40.4K	Sell	318 -49	-13%	-$6.31K	0.02%	126
2024 Q1	$48.2K	Sell	367 -58	-14%	-$7.28K	0.03%	97
2023 Q4	$53.1K	Sell	425 -67	-14%	-$7.87K	0.03%	89
2023 Q3	$56.6K	Buy	+492	New	+$60.1K	0.04%	82
2023 Q1	–	Sell	-633	Closed	-$79.2K	–	169
2022 Q4	$79.2K	Buy	+633	New	+$78.2K	0.06%	78

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

FWL Investment Management's SDY Position: Q2 2026 in Review

FWL Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2026, selling an estimated $1.04K and leaving 586 shares worth $89.2K. The position accounts for 0.02% of the portfolio, ranked #158.

FWL Investment Management first reported a position in SDY in Q4 2022 and has held it in 13 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

FWL Investment Management held 586 shares of State Street SPDR S&P Dividend ETF worth $89.2K as of Q2 2026.
FWL Investment Management sold 7 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.04K.
State Street SPDR S&P Dividend ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #158 holding.
FWL Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 13 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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