Juncture Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Juncture Wealth Strategies’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	$6.81M	Buy	+44,771	New	+$6.67M	1.77%	10

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

Juncture Wealth Strategies's SDY Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 44,771 shares worth $6.81M. The stake represents 1.77% of the portfolio and ranks #10 among its holdings.

1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Juncture Wealth Strategies held 44,771 shares of State Street SPDR S&P Dividend ETF worth $6.81M as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Juncture Wealth Strategies position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 1.77% of Juncture Wealth Strategies's portfolio in Q2 2026, its #10 holding.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.