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

Intrua Financial’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	$909K	Buy	5,975 +5	+0.1%	+$745	0.08%	175
2026 Q1	$871K	Sell	5,970 -564	-9%	-$84K	0.09%	176
2025 Q4	$909K	Sell	6,534 -45	-0.7%	-$6.26K	0.1%	160
2025 Q3	$921K	Sell	6,579 -173	-3%	-$24.1K	0.1%	159
2025 Q2	$916K	Buy	6,752 +167	+3%	+$22.1K	0.12%	121
2025 Q1	$893K	Sell	6,585 -1,178	-15%	-$158K	0.13%	122
2024 Q4	$1.03M	Sell	7,763 -269	-3%	-$37.6K	0.16%	106
2024 Q3	$1.14M	Sell	8,032 -8,096	-50%	-$1.09M	0.17%	109
2024 Q2	$2.05M	Sell	16,128 -777	-5%	-$100K	0.31%	64
2024 Q1	$2.22M	Sell	16,905 -4,956	-23%	-$622K	0.32%	63
2023 Q4	$2.73M	Sell	21,861 -3,409	-13%	-$400K	0.4%	55
2023 Q3	$2.91M	Sell	25,270 -4,696	-16%	-$573K	0.49%	47
2023 Q2	$3.67M	Sell	29,966 -1,584	-5%	-$193K	0.62%	36
2023 Q1	$3.83M	Buy	31,550 +18,948	+150%	+$2.38M	0.8%	31
2022 Q4	$1.57M	Buy	12,602 +816	+7%	+$101K	0.36%	67
2022 Q3	$1.31M	Buy	11,786 +1,141	+11%	+$141K	0.35%	58
2022 Q2	$1.26M	Buy	10,645 +282	+3%	+$35.2K	0.27%	79
2022 Q1	$1.33M	Buy	10,363 +129	+1%	+$16.3K	0.24%	88
2021 Q4	$1.32M	Buy	10,234 +326	+3%	+$40.6K	0.23%	99
2021 Q3	$1.21M	Buy	9,908 +338	+4%	+$41.4K	0.22%	103
2021 Q2	$1.2M	Sell	9,570 -145	-1%	-$17.9K	0.29%	78
2021 Q1	$1.19M	Buy	9,715 +767	+9%	+$86K	0.3%	75
2020 Q4	$948K	Sell	8,948 -441	-5%	-$44.6K	0.42%	51
2020 Q3	$973K	Sell	9,389 -33,154	-78%	-$3.13M	0.48%	45
2020 Q2	$4.15M	Buy	+42,543	New	+$3.74M	1.58%	12

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

Intrua Financial's SDY Position: Q2 2026 in Review

Intrua Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.08% in Q2 2026, buying an estimated $745 and bringing the position to 5,975 shares worth $909K. The position accounts for 0.08% of the portfolio, ranked #175.

Intrua Financial first reported a position in SDY in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.15M in Q2 2020. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Intrua Financial held 5,975 shares of State Street SPDR S&P Dividend ETF worth $909K as of Q2 2026.
Intrua Financial bought 5 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $745.
State Street SPDR S&P Dividend ETF made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #175 holding.
Intrua Financial first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 25 quarters since.
Intrua Financial's State Street SPDR S&P Dividend ETF position peaked at $4.15M in Q2 2020.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.