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

KLCM 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	$227K	Sell	1,494 -65	-4%	-$9.68K	0.02%	262
2026 Q1	$228K	Hold	1,559	–	–	0.02%	238
2025 Q4	$217K	Buy	+1,559	New	+$217K	0.02%	228

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

KLCM Advisors's SDY Position: Q2 2026 in Review

KLCM Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q2 2026, selling an estimated $9.68K and leaving 1,494 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #262.

KLCM Advisors first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q1 2026. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

KLCM Advisors held 1,494 shares of State Street SPDR S&P Dividend ETF worth $227K as of Q2 2026.
KLCM Advisors sold 65 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $9.68K.
State Street SPDR S&P Dividend ETF made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #262 holding.
KLCM Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
KLCM Advisors's State Street SPDR S&P Dividend ETF position peaked at $228K in Q1 2026.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.