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

Goldstein 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	$462K	Buy	3,034 +500	+20%	+$74.5K	0.04%	142
2026 Q1	$370K	Buy	2,534 +674	+36%	+$100K	0.04%	128
2025 Q4	$259K	Buy	1,860 +45	+2%	+$6.26K	0.03%	172
2025 Q3	$254K	Hold	1,815	–	–	0.03%	167
2025 Q2	$246K	Hold	1,815	–	–	0.03%	159
2025 Q1	$246K	Buy	1,815 +50	+3%	+$6.72K	0.04%	159
2024 Q4	$233K	Buy	1,765 +5	+0.3%	+$698	0.03%	161
2024 Q3	$250K	Hold	1,760	–	–	0.04%	152
2024 Q2	$224K	Buy	+1,760	New	+$227K	0.04%	144

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

Goldstein Advisors's SDY Position: Q2 2026 in Review

Goldstein Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q2 2026, buying an estimated $74.5K and bringing the position to 3,034 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #142.

Goldstein Advisors first reported a position in SDY in Q2 2024 and has held it in 9 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Goldstein Advisors held 3,034 shares of State Street SPDR S&P Dividend ETF worth $462K as of Q2 2026.
Goldstein Advisors bought 500 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $74.5K.
State Street SPDR S&P Dividend ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #142 holding.
Goldstein Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 9 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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