Kelleher Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kelleher Financial 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	$32K	Buy	210 +105	+100%	+$15.6K	﹤0.01%	491
2026 Q1	$15.3K	Hold	105	–	–	﹤0.01%	499
2025 Q4	$14.6K	Hold	105	–	–	﹤0.01%	547
2025 Q3	$14.7K	Buy	+105	New	+$14.6K	﹤0.01%	465

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

Kelleher Financial Advisors's SDY Position: Q2 2026 in Review

Kelleher Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 100% in Q2 2026, buying an estimated $15.6K and bringing the position to 210 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Kelleher Financial Advisors first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kelleher Financial Advisors held 210 shares of State Street SPDR S&P Dividend ETF worth $32K as of Q2 2026.
Kelleher Financial Advisors bought 105 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #491 holding.
Kelleher Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.