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

Legend Capital 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	$1.31M	Sell	8,634 -1,480	-15%	-$220K	0.72%	20
2026 Q1	$1.48M	Hold	10,114	–	–	0.92%	20
2025 Q4	$1.41M	Buy	+10,114	New	+$1.41M	0.78%	17

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

Legend Capital Advisors's SDY Position: Q2 2026 in Review

Legend Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q2 2026, selling an estimated $220K and leaving 8,634 shares worth $1.31M. The position accounts for 0.72% of the portfolio, ranked #20.

Legend Capital Advisors first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Legend Capital Advisors held 8,634 shares of State Street SPDR S&P Dividend ETF worth $1.31M as of Q2 2026.
Legend Capital Advisors sold 1,480 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $220K.
State Street SPDR S&P Dividend ETF made up 0.72% of Legend Capital Advisors's portfolio in Q2 2026, its #20 holding.
Legend Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Legend Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.48M in Q1 2026.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.