Keystone Financial Group (Kentucky)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Keystone Financial Group (Kentucky)’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	$213K	Sell	1,398 -3,628	-72%	-$541K	0.01%	516
2026 Q1	$734K	Buy	5,026 +3	+0.1%	+$447	0.05%	238
2025 Q4	$699K	Sell	5,023 -295	-6%	-$41K	0.05%	212
2025 Q3	$745K	Buy	+5,318	New	+$742K	0.06%	194
2022 Q4	$204K	Buy	+1,634	New	+$202K	0.04%	260
2022 Q3	–	Sell	-1,686	Closed	-$200K	–	299
2022 Q2	$200K	Buy	1,686 +31	+2%	+$3.87K	0.04%	272
2022 Q1	$212K	Buy	+1,655	New	+$209K	0.04%	275
2019 Q2	–	Sell	-2,104	Closed	-$209K	–	230
2019 Q1	$209K	Buy	+2,104	New	+$202K	0.07%	205

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SDY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 72% in Q2 2026, selling an estimated $541K and leaving 1,398 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #516.

Keystone Financial Group (Kentucky) first reported a position in SDY in Q1 2019 and has held it in 8 quarters since. The position peaked at $745K in Q3 2025. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Keystone Financial Group (Kentucky) held 1,398 shares of State Street SPDR S&P Dividend ETF worth $213K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 3,628 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $541K.
State Street SPDR S&P Dividend ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #516 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s State Street SPDR S&P Dividend ETF position peaked at $745K in Q3 2025.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.