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

KFA Private Wealth Group’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	$378K	Sell	2,482 -46	-2%	-$6.85K	0.09%	101
2026 Q1	$369K	Buy	2,528 +520	+26%	+$77.5K	0.09%	110
2025 Q4	$279K	Sell	2,008 -8	-0.4%	-$1.11K	0.07%	128
2025 Q3	$282K	Buy	2,016 +78	+4%	+$10.9K	0.08%	117
2025 Q2	$263K	Buy	1,938 +4	+0.2%	+$530	0.08%	115
2025 Q1	$262K	Buy	1,934 +4	+0.2%	+$538	0.09%	95
2024 Q4	$255K	Sell	1,930 -193	-9%	-$27K	0.11%	76
2024 Q3	$301K	Buy	2,123 +4	+0.2%	+$541	0.14%	64
2024 Q2	$270K	Buy	2,119 +4	+0.2%	+$515	0.14%	65
2024 Q1	$278K	Buy	+2,115	New	+$265K	0.09%	83

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

KFA Private Wealth Group's SDY Position: Q2 2026 in Review

KFA Private Wealth Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.8% in Q2 2026, selling an estimated $6.85K and leaving 2,482 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #101.

KFA Private Wealth Group first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

KFA Private Wealth Group held 2,482 shares of State Street SPDR S&P Dividend ETF worth $378K as of Q2 2026.
KFA Private Wealth Group sold 46 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $6.85K.
State Street SPDR S&P Dividend ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q2 2026, its #101 holding.
KFA Private Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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