LaSalle St. Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LaSalle St. Investment 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	$906K	Buy	5,953 +15	+0.3%	+$2.23K	0.11%	157
2026 Q1	$867K	Sell	5,938 -57	-1%	-$8.49K	0.12%	139
2025 Q4	$834K	Sell	5,995 -403	-6%	-$56.1K	0.13%	125
2025 Q3	$896K	Sell	6,398 -102	-2%	-$14.2K	0.16%	101
2025 Q2	$882K	Sell	6,500 -214	-3%	-$28.4K	0.24%	86
2025 Q1	$911K	Sell	6,714 -161	-2%	-$21.7K	0.21%	86
2024 Q4	$908K	Buy	6,875 +6	+0.1%	+$838	0.28%	69
2024 Q3	$975K	Buy	6,869 +8	+0.1%	+$1.08K	0.38%	46
2024 Q2	$873K	Sell	6,861 -2	-0%	-$258	0.44%	41
2024 Q1	$869K	Buy	6,863 +1,864	+37%	+$234K	0.49%	36
2023 Q4	$6.25M	Sell	4,999 -71	-1%	-$8.34K	0.42%	37
2023 Q3	$583K	Sell	5,070 -60	-1%	-$7.32K	0.29%	48
2023 Q2	$628K	Buy	5,130 +27	+0.5%	+$3.3K	0.28%	48
2023 Q1	$631K	Sell	5,103 -26	-0.5%	-$3.27K	0.28%	53
2022 Q4	$641K	Buy	+5,129	New	+$633K	0.3%	49

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

LaSalle St. Investment Advisors's SDY Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.25% in Q2 2026, buying an estimated $2.23K and bringing the position to 5,953 shares worth $906K. The position accounts for 0.11% of the portfolio, ranked #157.

LaSalle St. Investment Advisors first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.25M in Q4 2023. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

LaSalle St. Investment Advisors held 5,953 shares of State Street SPDR S&P Dividend ETF worth $906K as of Q2 2026.
LaSalle St. Investment Advisors bought 15 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.23K.
State Street SPDR S&P Dividend ETF made up 0.11% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #157 holding.
LaSalle St. Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
LaSalle St. Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.25M in Q4 2023.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.