Global Wealth Strategies & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-194	Closed	-$28.3K	–	391
2026 Q1	$28.3K	Sell	194 -23	-11%	-$3.43K	0.01%	227
2025 Q4	$30.2K	Hold	217	–	–	0.01%	202
2025 Q3	$30.4K	Buy	217 +197	+985%	+$27.5K	0.01%	190
2025 Q2	$2.71K	Hold	20	–	–	﹤0.01%	296
2025 Q1	$2.71K	Hold	20	–	–	﹤0.01%	363
2024 Q4	$2.64K	Hold	20	–	–	﹤0.01%	306
2024 Q3	$2.84K	Hold	20	–	–	﹤0.01%	278
2024 Q2	$2.54K	Hold	20	–	–	﹤0.01%	256
2024 Q1	$2.63K	Hold	20	–	–	﹤0.01%	271
2023 Q4	$2.5K	Hold	20	–	–	﹤0.01%	248
2023 Q3	$2.3K	Hold	20	–	–	﹤0.01%	258
2023 Q2	$2.45K	Hold	20	–	–	﹤0.01%	242
2023 Q1	$2.47K	Sell	20 -10	-33%	-$1.26K	﹤0.01%	252
2022 Q4	$3.75K	Buy	+30	New	+$3.71K	﹤0.01%	230

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

Global Wealth Strategies & Associates's SDY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 194 shares — an estimated $28.3K sold.

Global Wealth Strategies & Associates first reported a position in SDY in Q4 2022 and held it in 14 quarters. The position peaked at $30.4K in Q3 2025. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 194 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $28.3K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's State Street SPDR S&P Dividend ETF position peaked at $30.4K in Q3 2025.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.