Key Client Fiduciary Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$551K Buy
3,621
+86
+2% +$12.8K 0.16% 128
2026
Q1
$516K Buy
3,535
+131
+4% +$19.5K 0.18% 121
2025
Q4
$474K Buy
3,404
+145
+4% +$20.2K 0.16% 118
2025
Q3
$456K Buy
3,259
+177
+6% +$24.7K 0.15% 125
2025
Q2
$418K Buy
3,082
+136
+5% +$18K 0.17% 125
2025
Q1
$400K Buy
2,946
+194
+7% +$26.1K 0.18% 124
2024
Q4
$364K Buy
2,752
+32
+1% +$4.47K 0.16% 127
2024
Q3
$386K Buy
2,720
+98
+4% +$13.3K 0.17% 122
2024
Q2
$334K Buy
2,622
+17
+0.7% +$2.19K 0.17% 131
2024
Q1
$342K Buy
2,605
+30
+1% +$3.76K 0.18% 127
2023
Q4
$322K Sell
2,575
-128
-5% -$15K 0.19% 127
2023
Q3
$311K Buy
2,703
+1,038
+62% +$127K 0.19% 123
2023
Q2
$204K Buy
+1,665
New +$203K 0.12% 165

Other funds holding SDY

Key Client Fiduciary Advisors's SDY Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,621 shares worth $551K. The position accounts for 0.16% of the portfolio, ranked #128.

Key Client Fiduciary Advisors first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Key Client Fiduciary Advisors held 3,621 shares of State Street SPDR S&P Dividend ETF worth $551K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 86 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $12.8K.
  • State Street SPDR S&P Dividend ETF made up 0.16% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #128 holding.
  • Key Client Fiduciary Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.