Koenig Investment Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Koenig Investment Advisory’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	$7.97M	Buy	52,379 +1,110	+2%	+$165K	6.19%	7
2026 Q1	$7.48M	Buy	51,269 +2,148	+4%	+$320K	6.35%	7
2025 Q4	$7.62M	Buy	+49,121	New	+$6.83M	6.18%	8

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

Koenig Investment Advisory's SDY Position: Q2 2026 in Review

Koenig Investment Advisory increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.2% in Q2 2026, buying an estimated $165K and bringing the position to 52,379 shares worth $7.97M. The position accounts for 6.19% of the portfolio, ranked #7.

Koenig Investment Advisory first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Koenig Investment Advisory held 52,379 shares of State Street SPDR S&P Dividend ETF worth $7.97M as of Q2 2026.
Koenig Investment Advisory bought 1,110 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $165K.
State Street SPDR S&P Dividend ETF made up 6.19% of Koenig Investment Advisory's portfolio in Q2 2026, its #7 holding.
Koenig Investment Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.