Lewis Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Lewis Asset Management’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	$4.47M	Buy	29,342 +444	+2%	+$66.1K	1.56%	12
2026 Q1	$4.22M	Sell	28,898 -502	-2%	-$74.8K	1.72%	11
2025 Q4	$4.09M	Sell	29,400 -685	-2%	-$95.3K	1.67%	12
2025 Q3	$4.21M	Buy	30,085 +2,152	+8%	+$300K	1.73%	13
2025 Q2	$3.79M	Buy	27,933 +3,115	+13%	+$413K	1.78%	10
2025 Q1	$3.37M	Sell	24,818 -1,236	-5%	-$166K	2.78%	7
2024 Q4	$3.44M	Sell	26,054 -1,299	-5%	-$181K	2.63%	6
2024 Q3	$3.89M	Sell	27,353 -743	-3%	-$100K	2.83%	6
2024 Q2	$3.57M	Sell	28,096 -165	-0.6%	-$21.3K	2.73%	6
2024 Q1	$3.71M	Sell	28,261 -1,082	-4%	-$136K	3.06%	6
2023 Q4	$3.67M	Buy	+29,343	New	+$3.44M	3.37%	6

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Lewis Asset Management's SDY Position: Q2 2026 in Review

Lewis Asset Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q2 2026, buying an estimated $66.1K and bringing the position to 29,342 shares worth $4.47M. The position accounts for 1.56% of the portfolio, ranked #12.

Lewis Asset Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Lewis Asset Management held 29,342 shares of State Street SPDR S&P Dividend ETF worth $4.47M as of Q2 2026.
Lewis Asset Management bought 444 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $66.1K.
State Street SPDR S&P Dividend ETF made up 1.56% of Lewis Asset Management's portfolio in Q2 2026, its #12 holding.
Lewis Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
608 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.