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

INVST’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	$282K	Hold	1,856	–	–	0.03%	306
2026 Q1	$271K	Sell	1,856 -147	-7%	-$21.9K	0.03%	294
2025 Q4	$279K	Buy	+2,003	New	+$279K	0.03%	276

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

INVST's SDY Position: Q2 2026 in Review

INVST held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,856 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #306.

INVST first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

INVST held 1,856 shares of State Street SPDR S&P Dividend ETF worth $282K as of Q2 2026.
INVST left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of INVST's portfolio in Q2 2026, its #306 holding.
INVST first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.