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 Q3	$3.24M	Hold	22,134	–	–	0.31%	43
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 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

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Legacy Advisors's SDY Position: Q3 2026 in Review

Legacy Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 22,134 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #43.

Legacy Advisors first reported a position in SDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.58M in Q3 2024. 748 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Legacy Advisors held 22,134 shares of State Street SPDR S&P Dividend ETF worth $3.24M as of Q3 2026.
Legacy Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.31% of Legacy Advisors's portfolio in Q3 2026, its #43 holding.
Legacy Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Legacy Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.58M in Q3 2024.
748 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.