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

LM 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	$319K	Buy	2,095 +1,792	+591%	+$267K	0.04%	187
2026 Q1	$2.08K	Buy	303 +14	+5%	+$2.09K	0.03%	183
2025 Q4	$2.08K	Sell	289 -1,711	-86%	-$238K	0.04%	178
2025 Q3	$280K	Hold	2,000	–	–	0.04%	177
2025 Q2	$272K	Hold	2,000	–	–	0.04%	164
2025 Q1	$272K	Hold	2,000	–	–	0.05%	193
2024 Q4	$264K	Hold	2,000	–	–	0.05%	167
2024 Q3	$284K	Hold	2,000	–	–	0.06%	147
2024 Q2	$254K	Hold	2,000	–	–	﹤0.01%	164
2024 Q1	$262K	Hold	2,000	–	–	0.04%	185
2023 Q4	$250K	Buy	+2,000	New	+$235K	0.05%	175

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

LM Advisors's SDY Position: Q2 2026 in Review

LM Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 591% in Q2 2026, buying an estimated $267K and bringing the position to 2,095 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #187.

LM Advisors first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

LM Advisors held 2,095 shares of State Street SPDR S&P Dividend ETF worth $319K as of Q2 2026.
LM Advisors bought 1,792 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $267K.
State Street SPDR S&P Dividend ETF made up 0.04% of LM Advisors's portfolio in Q2 2026, its #187 holding.
LM Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.