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

LBMC 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 		$405K Buy
2,664
+3
+0.1% +$447 0.02% 171
2026
Q1 		$388K Buy
2,661
+2
+0.1% +$298 0.02% 171
2025
Q4 		$370K Buy
2,659
+2
+0.1% +$278 0.02% 166
2025
Q3 		$372K Buy
2,657
+2
+0.1% +$279 0.02% 171
2025
Q2 		$360K Buy
2,655
+2
+0.1% +$265 0.03% 156
2025
Q1 		$360K Buy
2,653
+2
+0.1% +$269 0.03% 140
2024
Q4 		$350K Buy
2,651
+3
+0.1% +$419 0.03% 145
2024
Q3 		$376K Sell
2,648
-260
-9% -$35.2K 0.03% 132
2024
Q2 		$370K Buy
2,908
+264
+10% +$34K 0.03% 122
2024
Q1 		$347K Buy
2,644
+2
+0.1% +$251 0.03% 128
2023
Q4 		$330K Buy
2,642
+2
+0.1% +$235 0.03% 117
2023
Q3 		$298K Buy
2,640
+2
+0.1% +$244 0.03% 120
2023
Q2 		$323K Buy
2,638
+2
+0.1% +$244 0.03% 118
2023
Q1 		$326K Buy
2,636
+2
+0.1% +$252 0.03% 117
2022
Q4 		$330K Sell
2,634
-165
-6% -$20.4K 0.03% 111
2022
Q3 		$312K Buy
2,799
+4
+0.1% +$493 0.04% 109
2022
Q2 		$332K Buy
2,795
+3
+0.1% +$374 0.04% 105
2022
Q1 		$358K Buy
2,792
+2
+0.1% +$253 0.03% 107
2021
Q4 		$360K Buy
2,790
+1,863
+201% +$232K 0.03% 118
2021
Q3 		$327 Sell
927
-1,856
-67% -$227K 0.03% 116
2021
Q2 		$340K Buy
2,783
+3
+0.1% +$371 0.03% 113
2021
Q1 		$328K Sell
2,780
-504
-15% -$56.5K 0.03% 101
2020
Q4 		$348K Buy
3,284
+512
+18% +$51.8K 0.04% 91
2020
Q3 		$256K Buy
+2,772
New +$261K 0.04% 98

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

LBMC Investment Advisors's SDY Position: Q2 2026 in Review

LBMC Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.11% in Q2 2026, buying an estimated $447 and bringing the position to 2,664 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #171.

LBMC Investment Advisors first reported a position in SDY in Q3 2020 and has held it in 24 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • LBMC Investment Advisors held 2,664 shares of State Street SPDR S&P Dividend ETF worth $405K as of Q2 2026.
  • LBMC Investment Advisors bought 3 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $447.
  • State Street SPDR S&P Dividend ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • LBMC Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.