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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$708K Sell
4,650
-7
-0.2% -$1.04K 0.08% 192
2026
Q1
$680K Buy
+4,657
New +$694K 0.09% 173
2025
Q3
$651K Buy
4,648
+28
+0.6% +$3.91K 0.09% 167
2025
Q2
$627K Buy
4,620
+30
+0.7% +$3.98K 0.1% 169
2025
Q1
$623K Buy
4,590
+135
+3% +$18.2K 0.12% 159
2024
Q4
$589K Buy
4,455
+33
+0.7% +$4.61K 0.12% 161
2024
Q3
$628K Sell
4,422
-100
-2% -$13.5K 0.14% 141
2024
Q2
$575K Sell
4,522
-244
-5% -$31.4K 0.14% 136
2024
Q1
$626K Buy
4,766
+24
+0.5% +$3.01K 0.16% 127
2023
Q4
$593K Sell
4,742
-135
-3% -$15.8K 0.16% 137
2023
Q3
$561K Buy
4,877
+77
+2% +$9.4K 0.16% 131
2023
Q2
$588K Sell
4,800
-376
-7% -$45.9K 0.18% 114
2023
Q1
$640K Sell
5,176
-382
-7% -$48.1K 0.21% 106
2022
Q4
$695K Sell
5,558
-63
-1% -$7.78K 0.25% 92
2022
Q3
$627K Sell
5,621
-146
-3% -$18K 0.24% 92
2022
Q2
$685K Buy
5,767
+186
+3% +$23.2K 0.26% 86
2022
Q1
$715K Sell
5,581
-1,385
-20% -$175K 0.23% 94
2021
Q4
$899K Sell
6,966
-57
-0.8% -$7.09K 0.29% 69
2021
Q3
$826K Sell
7,023
-267
-4% -$32.7K 0.24% 101
2021
Q2
$891K Sell
7,290
-383
-5% -$47.3K 0.26% 92
2021
Q1
$906K Sell
7,673
-132
-2% -$14.8K 0.31% 78
2020
Q4
$827K Sell
7,805
-614
-7% -$62.1K 0.3% 82
2020
Q3
$778K Sell
8,419
-2,313
-22% -$218K 0.32% 71
2020
Q2
$979K Buy
10,732
+304
+3% +$26.7K 0.54% 41
2020
Q1
$833K Sell
10,428
-394
-4% -$38.9K 0.58% 40
2019
Q4
$1.16M Buy
10,822
+2,854
+36% +$300K 0.57% 44
2019
Q3
$817K Sell
7,968
-66
-0.8% -$6.65K 0.48% 50
2019
Q2
$810K Sell
8,034
-23,621
-75% -$2.36M 0.5% 55
2019
Q1
$3.15M Buy
31,655
+22,276
+238% +$2.14M 2.08% 9
2018
Q4
$840K Sell
9,379
-10,354
-52% -$976K 0.65% 43
2018
Q3
$1.93M Buy
19,733
+326
+2% +$31.6K 1.35% 21
2018
Q2
$1.8M Sell
19,407
-831
-4% -$76.5K 1.6% 15
2018
Q1
$1.85M Buy
20,238
+978
+5% +$91.4K 1.56% 12
2017
Q4
$1.84M Buy
+19,260
New +$1.8M 1.73% 9

Other funds holding SDY

LexAurum Advisors's SDY Position: Q2 2026 in Review

LexAurum Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.15% in Q2 2026, selling an estimated $1.04K and leaving 4,650 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #192.

LexAurum Advisors first reported a position in SDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.15M in Q1 2019. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • LexAurum Advisors held 4,650 shares of State Street SPDR S&P Dividend ETF worth $708K as of Q2 2026.
  • LexAurum Advisors sold 7 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.04K.
  • State Street SPDR S&P Dividend ETF made up 0.08% of LexAurum Advisors's portfolio in Q2 2026, its #192 holding.
  • LexAurum Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 34 quarters since.
  • LexAurum Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.15M in Q1 2019.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.