Godfrey Financial Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Godfrey Financial 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	$123K	Sell	808 -162	-17%	-$24.1K	0.09%	137
2026 Q1	$142K	Buy	970 +1	+0.1%	+$149	0.12%	112
2025 Q4	$135K	Buy	+969	New	+$135K	0.12%	106

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

Godfrey Financial Associates's SDY Position: Q2 2026 in Review

Godfrey Financial Associates reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 17% in Q2 2026, selling an estimated $24.1K and leaving 808 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #137.

Godfrey Financial Associates first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $142K in Q1 2026. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Godfrey Financial Associates held 808 shares of State Street SPDR S&P Dividend ETF worth $123K as of Q2 2026.
Godfrey Financial Associates sold 162 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $24.1K.
State Street SPDR S&P Dividend ETF made up 0.09% of Godfrey Financial Associates's portfolio in Q2 2026, its #137 holding.
Godfrey Financial Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Godfrey Financial Associates's State Street SPDR S&P Dividend ETF position peaked at $142K 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 Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.