JFS Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

JFS Wealth 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	$910K	Buy	5,978 +27	+0.5%	+$4.02K	0.05%	179
2026 Q1	$868K	Buy	5,951 +1	+0%	+$149	0.05%	173
2025 Q4	$828K	Hold	5,950	–	–	0.05%	172
2025 Q3	$833K	Sell	5,950 -173	-3%	-$24.1K	0.05%	172
2025 Q2	$831K	Sell	6,123 -18	-0.3%	-$2.39K	0.05%	164
2025 Q1	$833K	Sell	6,141 -30	-0.5%	-$4.04K	0.06%	156
2024 Q4	$815K	Sell	6,171 -1,066	-15%	-$149K	0.06%	151
2024 Q3	$1.03M	Sell	7,237 -20	-0.3%	-$2.71K	0.07%	147
2024 Q2	$923K	Hold	7,257	–	–	0.07%	116
2024 Q1	$952K	Sell	7,257 -300	-4%	-$37.6K	0.08%	118
2023 Q4	$944K	Sell	7,557 -580	-7%	-$68.1K	0.08%	109
2023 Q3	$936K	Hold	8,137	–	–	0.09%	113
2023 Q2	$997K	Sell	8,137 -55	-0.7%	-$6.72K	0.09%	113
2023 Q1	$1.01M	Buy	8,192 +1,123	+16%	+$141K	0.1%	113
2022 Q4	$884K	Sell	7,069 -1,026	-13%	-$127K	0.09%	117
2022 Q3	$903K	Sell	8,095 -52	-0.6%	-$6.41K	0.1%	109
2022 Q2	$967K	Sell	8,147 -70	-0.9%	-$8.73K	0.1%	105
2022 Q1	$1.05M	Hold	8,217	–	–	0.1%	113
2021 Q4	$1.06M	Sell	8,217 -770	-9%	-$95.8K	0.1%	116
2021 Q3	$1.06M	Buy	8,987 +8,662	+2,665%	+$1.06M	0.11%	112
2021 Q2	$40K	Buy	325 +25	+8%	+$3.09K	0.01%	295
2021 Q1	$35K	Hold	300	–	–	0.01%	284
2020 Q4	$32K	Hold	300	–	–	0.01%	284
2020 Q3	$28K	Hold	300	–	–	0.01%	288
2020 Q2	$27K	Hold	300	–	–	0.01%	278
2020 Q1	$24K	Buy	+300	New	+$29.6K	0.01%	262

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

JFS Wealth Advisors's SDY Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.45% in Q2 2026, buying an estimated $4.02K and bringing the position to 5,978 shares worth $910K. The position accounts for 0.05% of the portfolio, ranked #179.

JFS Wealth Advisors first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.06M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

JFS Wealth Advisors held 5,978 shares of State Street SPDR S&P Dividend ETF worth $910K as of Q2 2026.
JFS Wealth Advisors bought 27 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.02K.
State Street SPDR S&P Dividend ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #179 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
JFS Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.06M in Q4 2021.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.