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

ICW 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	$227K	Buy	1,493 +9	+0.6%	+$1.34K	0.08%	142
2026 Q1	$217K	Buy	1,484 +9	+0.6%	+$1.34K	0.08%	145
2025 Q4	$205K	Buy	1,475 +11	+0.8%	+$1.53K	0.07%	143
2025 Q3	$205K	Buy	+1,464	New	+$204K	0.07%	144
2024 Q4	–	Sell	-1,425	Closed	-$202K	–	144
2024 Q3	$202K	Buy	+1,425	New	+$193K	0.08%	139
2020 Q1	–	Sell	-132	Closed	-$14K	–	161
2019 Q4	$14K	Buy	+132	New	+$13.9K	0.01%	162

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

ICW Investment Advisors's SDY Position: Q2 2026 in Review

ICW Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.61% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,493 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #142.

ICW Investment Advisors first reported a position in SDY in Q4 2019 and has held it in 6 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

ICW Investment Advisors held 1,493 shares of State Street SPDR S&P Dividend ETF worth $227K as of Q2 2026.
ICW Investment Advisors bought 9 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P Dividend ETF made up 0.08% of ICW Investment Advisors's portfolio in Q2 2026, its #142 holding.
ICW Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 6 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.