LJI Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LJI Wealth 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	$533K	Buy	3,500 +813	+30%	+$121K	0.07%	108
2026 Q1	$392K	Sell	2,687 -984	-27%	-$147K	0.06%	128
2025 Q4	$511K	Buy	3,671 +901	+33%	+$125K	0.08%	108
2025 Q3	$388K	Sell	2,770 -683	-20%	-$95.3K	0.07%	113
2025 Q2	$469K	Sell	3,453 -65	-2%	-$8.62K	0.08%	95
2025 Q1	$477K	Buy	3,518 +4	+0.1%	+$538	0.1%	88
2024 Q4	$464K	Buy	3,514 +5	+0.1%	+$698	0.09%	96
2024 Q3	$498K	Buy	3,509 +4	+0.1%	+$541	0.1%	106
2024 Q2	$446K	Buy	+3,505	New	+$451K	0.1%	107
2024 Q1	–	Sell	-3,540	Closed	-$442K	–	166
2023 Q4	$442K	Buy	3,540 +5	+0.1%	+$587	0.11%	94
2023 Q3	$407K	Sell	3,535 -109,417	-97%	-$13.4M	0.12%	92
2023 Q2	$433K	Buy	112,952 +109,468	+3,142%	+$13.4M	0.13%	86
2023 Q1	$431K	Buy	3,484 +4	+0.1%	+$503	0.14%	82
2022 Q4	$435K	Buy	+3,480	New	+$430K	0.15%	75

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

LJI Wealth Management's SDY Position: Q2 2026 in Review

LJI Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 30% in Q2 2026, buying an estimated $121K and bringing the position to 3,500 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #108.

LJI Wealth Management first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

LJI Wealth Management held 3,500 shares of State Street SPDR S&P Dividend ETF worth $533K as of Q2 2026.
LJI Wealth Management bought 813 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $121K.
State Street SPDR S&P Dividend ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #108 holding.
LJI Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.