Investment Research & Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Investment Research & Advisory 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	$143K	Sell	940 -42	-4%	-$6.26K	0.04%	90
2026 Q1	$143K	Sell	982 -25	-2%	-$3.73K	0.05%	83
2025 Q4	$140K	Sell	1,007 -169	-14%	-$23.5K	0.05%	81
2025 Q3	$165K	Sell	1,176 -61	-5%	-$8.51K	0.06%	79
2025 Q2	$168K	Sell	1,237 -25	-2%	-$3.31K	0.06%	74
2025 Q1	$171K	Sell	1,262 -69	-5%	-$9.28K	0.07%	75
2024 Q4	$176K	Hold	1,331	–	–	0.07%	73
2024 Q3	$189K	Sell	1,331 -11,970	-90%	-$1.62M	0.08%	70
2024 Q2	$169K	Buy	13,301 +12,074	+984%	+$1.56M	0.08%	68
2024 Q1	$161K	Hold	1,227	–	–	0.07%	68
2023 Q4	$153K	Hold	1,227	–	–	0.08%	72
2023 Q3	$141K	Hold	1,227	–	–	0.08%	71
2023 Q2	$150K	Hold	1,227	–	–	0.09%	69
2023 Q1	$152K	Hold	1,227	–	–	0.1%	68
2022 Q4	$154K	Hold	1,227	–	–	0.1%	69
2022 Q3	$137K	Hold	1,227	–	–	0.1%	67
2022 Q2	$146K	Hold	1,227	–	–	0.11%	65
2022 Q1	$157K	Hold	1,227	–	–	0.1%	69
2021 Q4	$158K	Hold	1,227	–	–	0.1%	68
2021 Q3	$145K	Hold	1,227	–	–	0.1%	68
2021 Q2	$150K	Hold	1,227	–	–	0.1%	72
2021 Q1	$145K	Hold	1,227	–	–	0.11%	64
2020 Q4	$130K	Hold	1,227	–	–	0.1%	70
2020 Q3	$113K	Hold	1,227	–	–	0.09%	68
2020 Q2	$111K	Hold	1,227	–	–	0.1%	66
2020 Q1	$98K	Hold	1,227	–	–	0.09%	61
2019 Q4	$132K	Buy	+1,227	New	+$129K	0.12%	60

Other funds holding SDY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Investment Research & Advisory Group's SDY Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.3% in Q2 2026, selling an estimated $6.26K and leaving 940 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #90.

Investment Research & Advisory Group first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $189K in Q3 2024. 535 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Investment Research & Advisory Group held 940 shares of State Street SPDR S&P Dividend ETF worth $143K as of Q2 2026.
Investment Research & Advisory Group sold 42 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $6.26K.
State Street SPDR S&P Dividend ETF made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #90 holding.
Investment Research & Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Investment Research & Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $189K in Q3 2024.
535 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.