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

Glass Jacobson 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	$89.1K	Hold	586	–	–	0.03%	268
2026 Q1	$85.5K	Hold	586	–	–	0.03%	259
2025 Q4	$81.5K	Buy	586 +12	+2%	+$1.67K	0.03%	261
2025 Q3	$80.4K	Sell	574 -1	-0.2%	-$139	0.03%	259
2025 Q2	$78K	Buy	575 +381	+196%	+$50.5K	0.03%	248
2025 Q1	$25.7K	Hold	194	–	–	0.01%	473
2024 Q4	$25.7K	Buy	+194	New	+$27.1K	0.01%	473

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glass Jacobson Investment Advisors's SDY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 586 shares worth $89.1K. The position accounts for 0.03% of the portfolio, ranked #268.

Glass Jacobson Investment Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 979 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Glass Jacobson Investment Advisors held 586 shares of State Street SPDR S&P Dividend ETF worth $89.1K as of Q2 2026.
Glass Jacobson 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 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #268 holding.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
979 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.