Kestra Private Wealth Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kestra Private Wealth Services’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	$6.17M	Buy	40,539 +3,307	+9%	+$493K	0.07%	297
2026 Q1	$5.43M	Buy	37,232 +2,074	+6%	+$309K	0.07%	306
2025 Q4	$4.89M	Buy	35,158 +4,824	+16%	+$671K	0.06%	314
2025 Q3	$4.25M	Buy	30,334 +1,193	+4%	+$166K	0.06%	333
2025 Q2	$3.96M	Buy	29,141 +2,695	+10%	+$357K	0.06%	320
2025 Q1	$3.59M	Buy	26,446 +1,344	+5%	+$181K	0.06%	319
2024 Q4	$3.32M	Buy	25,102 +680	+3%	+$95K	0.06%	316
2024 Q3	$3.47M	Buy	24,422 +28	+0.1%	+$3.79K	0.06%	296
2024 Q2	$3.1M	Buy	24,394 +690	+3%	+$88.9K	0.06%	293
2024 Q1	$3.11M	Buy	23,704 +1,186	+5%	+$149K	0.07%	279
2023 Q4	$2.81M	Buy	22,518 +153	+0.7%	+$18K	0.07%	281
2023 Q3	$2.57M	Buy	22,365 +3,674	+20%	+$448K	0.08%	263
2023 Q2	$2.29M	Buy	18,691 +2,282	+14%	+$279K	0.08%	273
2023 Q1	$2.03M	Buy	16,409 +1,389	+9%	+$175K	0.08%	269
2022 Q4	$1.88M	Sell	15,020 -144	-0.9%	-$17.8K	0.1%	248
2022 Q3	$1.69M	Sell	15,164 -1,861	-11%	-$229K	0.1%	230
2022 Q2	$2.02M	Buy	17,025 +5,777	+51%	+$720K	0.12%	214
2022 Q1	$1.44M	Sell	11,248 -206	-2%	-$26K	0.07%	291
2021 Q4	$1.48M	Buy	11,454 +613	+6%	+$76.3K	0.07%	296
2021 Q3	$1.27M	Sell	10,841 -50	-0.5%	-$6.12K	0.07%	301
2021 Q2	$1.33M	Sell	10,891 -10,053	-48%	-$1.24M	0.08%	269
2021 Q1	$2.47M	Sell	20,944 -845	-4%	-$94.7K	0.17%	142
2020 Q4	$2.3M	Buy	21,789 +430	+2%	+$43.5K	0.17%	147
2020 Q3	$1.97M	Buy	+21,359	New	+$2.01M	0.17%	134

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

Kestra Private Wealth Services's SDY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 8.9% in Q2 2026, buying an estimated $493K and bringing the position to 40,539 shares worth $6.17M. The position accounts for 0.07% of the portfolio, ranked #297.

Kestra Private Wealth Services first reported a position in SDY in Q3 2020 and has held it in 24 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kestra Private Wealth Services held 40,539 shares of State Street SPDR S&P Dividend ETF worth $6.17M as of Q2 2026.
Kestra Private Wealth Services bought 3,307 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $493K.
State Street SPDR S&P Dividend ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #297 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 24 quarters since.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.