Kingswood Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kingswood Wealth 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	$6.57M	Buy	43,169 +543	+1%	+$80.9K	0.26%	84
2026 Q1	$6.22M	Buy	42,626 +349	+0.8%	+$52K	0.3%	74
2025 Q4	$5.88M	Buy	42,277 +8,081	+24%	+$1.12M	0.28%	86
2025 Q3	$4.79M	Buy	34,196 +4,727	+16%	+$659K	0.29%	84
2025 Q2	$4M	Buy	29,469 +1,159	+4%	+$154K	0.32%	66
2025 Q1	$3.84M	Sell	28,310 -11,379	-29%	-$1.53M	0.35%	62
2024 Q4	$5.24M	Buy	39,689 +8,996	+29%	+$1.26M	0.39%	42
2024 Q3	$4.36M	Buy	30,693 +9,206	+43%	+$1.25M	0.31%	71
2024 Q2	$2.73M	Buy	21,487 +1,049	+5%	+$135K	0.25%	87
2024 Q1	$2.68M	Buy	20,438 +944	+5%	+$118K	0.31%	71
2023 Q4	$2.44M	Buy	19,494 +3,578	+22%	+$420K	0.28%	78
2023 Q3	$1.83M	Buy	15,916 +11,917	+298%	+$1.45M	0.31%	81
2023 Q2	$490K	Buy	+3,999	New	+$488K	0.16%	138

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

Kingswood Wealth Advisors's SDY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q2 2026, buying an estimated $80.9K and bringing the position to 43,169 shares worth $6.57M. The position accounts for 0.26% of the portfolio, ranked #84.

Kingswood Wealth Advisors first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kingswood Wealth Advisors held 43,169 shares of State Street SPDR S&P Dividend ETF worth $6.57M as of Q2 2026.
Kingswood Wealth Advisors bought 543 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $80.9K.
State Street SPDR S&P Dividend ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.