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

Legacy 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	$3.37M	Buy	22,134 +564	+3%	+$84K	0.31%	46
2026 Q1	$3.15M	Sell	21,570 -115	-0.5%	-$17.1K	0.37%	45
2025 Q4	$3.02M	Sell	21,685 -615	-3%	-$85.6K	0.32%	44
2025 Q3	$3.12M	Buy	+22,300	New	+$3.11M	0.39%	42
2025 Q2	–	Sell	-25,231	Closed	-$3.42M	–	338
2025 Q1	$3.42M	Hold	25,231	–	–	0.35%	59
2024 Q4	$3.33M	Hold	25,231	–	–	0.32%	56
2024 Q3	$3.58M	Hold	25,231	–	–	0.39%	48
2024 Q2	$3.21M	Hold	25,231	–	–	0.39%	46
2024 Q1	$3.31M	Hold	25,231	–	–	0.42%	46
2023 Q4	$3.15M	Hold	25,231	–	–	0.41%	47
2023 Q3	$2.9M	Buy	25,231 +1,119	+5%	+$137K	0.47%	53
2023 Q2	$2.96M	Buy	24,112 +15,237	+172%	+$1.86M	0.44%	50
2023 Q1	$1.1M	Hold	8,875	–	–	0.2%	88
2022 Q4	$1.11M	Sell	8,875 -264	-3%	-$32.6K	0.2%	80
2022 Q3	$1.02M	Hold	9,139	–	–	0.23%	71
2022 Q2	$1.08M	Hold	9,139	–	–	0.23%	71
2022 Q1	$1.17M	Buy	+9,139	New	+$1.16M	0.23%	66

Other funds holding SDY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Legacy Advisors's SDY Position: Q2 2026 in Review

Legacy Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.6% in Q2 2026, buying an estimated $84K and bringing the position to 22,134 shares worth $3.37M. The position accounts for 0.31% of the portfolio, ranked #46.

Legacy Advisors first reported a position in SDY in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.58M in Q3 2024. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Legacy Advisors held 22,134 shares of State Street SPDR S&P Dividend ETF worth $3.37M as of Q2 2026.
Legacy Advisors bought 564 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $84K.
State Street SPDR S&P Dividend ETF made up 0.31% of Legacy Advisors's portfolio in Q2 2026, its #46 holding.
Legacy Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 17 quarters since.
Legacy Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.58M in Q3 2024.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.