LRI Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LRI Investments’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	$570K	Hold	3,743	–	–	0.05%	178
2026 Q1	$546K	Hold	3,743	–	–	0.05%	173
2025 Q4	$521K	Hold	3,743	–	–	0.04%	178
2025 Q3	$524K	Hold	3,743	–	–	0.04%	179
2025 Q2	$508K	Hold	3,743	–	–	0.04%	178
2025 Q1	$508K	Hold	3,743	–	–	0.05%	162
2024 Q4	$494K	Hold	3,743	–	–	0.05%	138
2024 Q3	$524K	Hold	3,743	–	–	0.05%	144
2024 Q2	$476K	Hold	3,743	–	–	0.05%	117
2024 Q1	$491K	Buy	+3,743	New	+$470K	0.12%	76

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

LRI Investments's SDY Position: Q2 2026 in Review

LRI Investments held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,743 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #178.

LRI Investments first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. 643 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

LRI Investments held 3,743 shares of State Street SPDR S&P Dividend ETF worth $570K as of Q2 2026.
LRI Investments left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of LRI Investments's portfolio in Q2 2026, its #178 holding.
LRI Investments first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.