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

GHP 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	$410K	Hold	2,692	–	–	0.02%	338
2026 Q1	$393K	Hold	2,692	–	–	0.02%	333
2025 Q4	$375K	Sell	2,692 -986	-27%	-$137K	0.02%	334
2025 Q3	$515K	Sell	3,678 -16	-0.4%	-$2.23K	0.02%	299
2025 Q2	$501K	Buy	3,694 +526	+17%	+$69.8K	0.02%	297
2025 Q1	$430K	Sell	3,168 -45	-1%	-$6.05K	0.02%	309
2024 Q4	$424K	Buy	3,213 +45	+1%	+$6.28K	0.02%	307
2024 Q3	$450K	Hold	3,168	–	–	0.02%	310
2024 Q2	$403K	Sell	3,168 -108	-3%	-$13.9K	0.02%	312
2024 Q1	$430K	Sell	3,276 -4	-0.1%	-$502	0.02%	313
2023 Q4	$410K	Hold	3,280	–	–	0.02%	319
2023 Q3	$373K	Hold	3,280	–	–	0.02%	318
2023 Q2	$407K	Buy	3,280 +62	+2%	+$7.57K	0.02%	320
2023 Q1	$398K	Hold	3,218	–	–	0.03%	315
2022 Q4	$403K	Hold	3,218	–	–	0.03%	315
2022 Q3	$359K	Sell	3,218 -74	-2%	-$9.12K	0.03%	311
2022 Q2	$391K	Buy	3,292 +6	+0.2%	+$748	0.03%	302
2022 Q1	$421K	Buy	3,286 +6	+0.2%	+$758	0.03%	298
2021 Q4	$424K	Buy	3,280 +7	+0.2%	+$871	0.03%	259
2021 Q3	$385K	Buy	3,273 +7	+0.2%	+$857	0.03%	249
2021 Q2	$399K	Buy	3,266 +6	+0.2%	+$742	0.03%	247
2021 Q1	$385K	Buy	+3,260	New	+$365K	0.03%	243

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

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

GHP Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,692 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #338.

GHP Investment Advisors first reported a position in SDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $515K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

GHP Investment Advisors held 2,692 shares of State Street SPDR S&P Dividend ETF worth $410K as of Q2 2026.
GHP Investment 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 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #338 holding.
GHP Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 22 quarters since.
GHP Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $515K in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.