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Independent Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Independent Financial Group’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 		$2.39M Buy
15,734
+195
+1% +$29.1K 0.04% 403
2026
Q1 		$2.27M Sell
15,539
-123
-0.8% -$18.3K 0.05% 371
2025
Q4 		$2.18M Buy
15,662
+357
+2% +$49.7K 0.05% 368
2025
Q3 		$2.14M Buy
15,305
+791
+5% +$110K 0.05% 366
2025
Q2 		$1.97M Buy
14,514
+3,395
+31% +$450K 0.05% 343
2025
Q1 		$1.51M Sell
11,119
-91
-0.8% -$12.2K 0.05% 364
2024
Q4 		$1.48M Buy
11,210
+351
+3% +$49K 0.05% 371
2024
Q3 		$1.54M Buy
10,859
+873
+9% +$118K 0.06% 332
2024
Q2 		$1.27M Sell
9,986
-561
-5% -$72.3K 0.05% 339
2024
Q1 		$1.38M Sell
10,547
-1,281
-11% -$161K 0.06% 303
2023
Q4 		$1.48M Buy
11,828
+187
+2% +$22K 0.08% 261
2023
Q3 		$1.34M Buy
11,641
+41
+0.4% +$5K 0.09% 252
2023
Q2 		$1.42M Buy
11,600
+216
+2% +$26.4K 0.1% 227
2023
Q1 		$1.41M Buy
11,384
+873
+8% +$110K 0.11% 209
2022
Q4 		$1.32M Buy
10,511
+86
+0.8% +$10.6K 0.11% 186
2022
Q3 		$1.16M Buy
10,425
+773
+8% +$95.2K 0.11% 189
2022
Q2 		$1.15M Sell
9,652
-85
-0.9% -$10.6K 0.12% 197
2022
Q1 		$1.25M Buy
9,737
+329
+3% +$41.6K 0.1% 198
2021
Q4 		$1.21M Buy
9,408
+1,481
+19% +$184K 0.1% 211
2021
Q3 		$932K Buy
7,927
+995
+14% +$122K 0.1% 226
2021
Q2 		$848K Buy
6,932
+388
+6% +$48K 0.09% 253
2021
Q1 		$772K Buy
6,544
+265
+4% +$29.7K 0.1% 224
2020
Q4 		$665K Sell
6,279
-125
-2% -$12.6K 0.1% 239
2020
Q3 		$592K Sell
6,404
-821
-11% -$77.4K 0.11% 204
2020
Q2 		$659K Buy
7,225
+435
+6% +$38.2K 0.15% 167
2020
Q1 		$542K Buy
+6,790
New +$670K 0.16% 161

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's SDY Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q2 2026, buying an estimated $29.1K and bringing the position to 15,734 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #403.

Independent Financial Group first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Independent Financial Group held 15,734 shares of State Street SPDR S&P Dividend ETF worth $2.39M as of Q2 2026.
  • Independent Financial Group bought 195 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $29.1K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #403 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.