GoalVest Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

GoalVest Advisory’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	-685	Closed	-$100K	–	551
2026 Q1	$100K	Hold	685	–	–	0.02%	176
2025 Q4	$95.3K	Hold	685	–	–	0.02%	188
2025 Q3	$95.9K	Hold	685	–	–	0.02%	175
2025 Q2	$93K	Hold	685	–	–	0.02%	175
2025 Q1	$92.9K	Hold	685	–	–	0.03%	151
2024 Q4	$90.5K	Hold	685	–	–	0.02%	153
2024 Q3	$97.3K	Hold	685	–	–	0.03%	145
2024 Q2	$87.1K	Hold	685	–	–	0.03%	141
2024 Q1	$89.9K	Hold	685	–	–	0.03%	150
2023 Q4	$85.6K	Hold	685	–	–	0.04%	100
2023 Q3	$78.8K	Hold	685	–	–	0.04%	120
2023 Q2	$84K	Hold	685	–	–	0.04%	108
2023 Q1	$84.7K	Hold	685	–	–	0.05%	94
2022 Q4	$85.7K	Hold	685	–	–	0.06%	92
2022 Q3	$76K	Hold	685	–	–	0.05%	99
2022 Q2	$82K	Hold	685	–	–	0.05%	140
2022 Q1	$88K	Buy	+685	New	+$86.6K	0.05%	135

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

GoalVest Advisory's SDY Position: Q2 2026 in Review

GoalVest Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 685 shares — an estimated $100K sold.

GoalVest Advisory first reported a position in SDY in Q1 2022 and held it in 17 quarters. The position peaked at $100K in Q1 2026. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

GoalVest Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 685 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $100K.
GoalVest Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 17 quarters.
GoalVest Advisory's State Street SPDR S&P Dividend ETF position peaked at $100K in Q1 2026.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.