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Larson Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Larson Financial 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 		$4.08M Sell
26,806
-80
-0.3% -$11.9K 0.11% 163
2026
Q1 		$3.92M Buy
26,886
+82
+0.3% +$12.2K 0.13% 146
2025
Q4 		$3.73M Buy
26,804
+18
+0.1% +$2.5K 0.12% 151
2025
Q3 		$3.75M Sell
26,786
-182
-0.7% -$25.4K 0.13% 144
2025
Q2 		$3.66M Buy
26,968
+482
+2% +$63.9K 0.15% 137
2025
Q1 		$3.59M Buy
26,486
+15,624
+144% +$2.1M 0.17% 114
2024
Q4 		$1.43M Buy
10,862
+426
+4% +$59.5K 0.07% 206
2024
Q3 		$1.48M Buy
10,436
+89
+0.9% +$12K 0.08% 192
2024
Q2 		$1.32M Buy
10,347
+9,346
+934% +$1.2M 0.09% 176
2024
Q1 		$131K Hold
1,001
– – 0.01% 493
2023
Q4 		$125K Sell
1,001
-573
-36% -$67.3K 0.01% 444
2023
Q3 		$181K Buy
1,574
+308
+24% +$37.6K 0.02% 343
2023
Q2 		$155K Hold
1,266
– – 0.02% 356
2023
Q1 		$157K Buy
1,266
+265
+26% +$33.3K 0.02% 352
2022
Q4 		$125K Hold
1,001
– – 0.02% 375
2022
Q3 		$112K Hold
1,001
– – 0.02% 346
2022
Q2 		$119K Hold
1,001
– – 0.02% 242
2022
Q1 		$128K Buy
1,001
+520
+108% +$65.7K 0.02% 242
2021
Q4 		$62K Hold
481
– – 0.01% 345
2021
Q3 		$57K Hold
481
– – 0.01% 274
2021
Q2 		$59K Hold
481
– – 0.01% 252
2021
Q1 		$57K Hold
481
– – 0.02% 234
2020
Q4 		$51K Hold
481
– – 0.02% 216
2020
Q3 		$44K Hold
481
– – 0.02% 219
2020
Q2 		$44K Hold
481
– – 0.02% 199
2020
Q1 		$38K Hold
481
– – 0.02% 172
2019
Q4 		$52K Buy
481
+152
+46% +$16K 0.03% 152
2019
Q3 		$34K Buy
329
+129
+65% +$13K 0.02% 177
2019
Q2 		$20K Buy
+200
New +$20K 0.01% 185

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Larson Financial Group's SDY Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.3% in Q2 2026, selling an estimated $11.9K and leaving 26,806 shares worth $4.08M. The position accounts for 0.11% of the portfolio, ranked #163.

Larson Financial Group first reported a position in SDY in Q2 2019 and has held it in 29 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Larson Financial Group held 26,806 shares of State Street SPDR S&P Dividend ETF worth $4.08M as of Q2 2026.
  • Larson Financial Group sold 80 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $11.9K.
  • State Street SPDR S&P Dividend ETF made up 0.11% of Larson Financial Group's portfolio in Q2 2026, its #163 holding.
  • Larson Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.