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Joel Adams & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Joel Adams & Associates’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 		$716K Buy
4,706
+289
+7% +$43.1K 0.46% 31
2026
Q1 		$645K Buy
4,417
+721
+20% +$107K 0.48% 27
2025
Q4 		$514K Buy
3,696
+2,107
+133% +$293K 0.39% 37
2025
Q3 		$223K Sell
1,589
-100
-6% -$13.9K 0.18% 61
2025
Q2 		$229K Sell
1,689
-402
-19% -$53.3K 0.2% 56
2025
Q1 		$284K Buy
2,091
+480
+30% +$64.6K 0.26% 49
2024
Q4 		$213K Buy
+1,611
New +$225K 0.19% 54

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

Joel Adams & Associates's SDY Position: Q2 2026 in Review

Joel Adams & Associates increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6.5% in Q2 2026, buying an estimated $43.1K and bringing the position to 4,706 shares worth $716K. The position accounts for 0.46% of the portfolio, ranked #31.

Joel Adams & Associates first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Joel Adams & Associates held 4,706 shares of State Street SPDR S&P Dividend ETF worth $716K as of Q2 2026.
  • Joel Adams & Associates bought 289 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $43.1K.
  • State Street SPDR S&P Dividend ETF made up 0.46% of Joel Adams & Associates's portfolio in Q2 2026, its #31 holding.
  • Joel Adams & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.