Luken Investment Analytics’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Luken Investment Analytics’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	$196K	Hold	1,287	–	–	0.07%	63
2026 Q1	$188K	Hold	1,287	–	–	0.07%	57
2025 Q4	$179K	Hold	1,287	–	–	0.07%	56
2025 Q3	$180K	Hold	1,287	–	–	0.07%	56
2025 Q2	$175K	Hold	1,287	–	–	0.08%	54
2025 Q1	$175K	Hold	1,287	–	–	0.08%	51
2024 Q4	$170K	Hold	1,287	–	–	0.08%	50
2024 Q3	$183K	Hold	1,287	–	–	0.08%	49
2024 Q2	$164K	Hold	1,287	–	–	0.08%	53
2024 Q1	$169K	Hold	1,287	–	–	0.09%	49
2023 Q4	$161K	Hold	1,287	–	–	0.09%	47
2023 Q3	$148K	Hold	1,287	–	–	0.09%	47
2023 Q2	$158K	Hold	1,287	–	–	0.09%	45
2023 Q1	$159K	Hold	1,287	–	–	0.09%	43
2022 Q4	$161K	Buy	+1,287	New	+$159K	0.1%	40

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

Luken Investment Analytics's SDY Position: Q2 2026 in Review

Luken Investment Analytics held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,287 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #63.

Luken Investment Analytics first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Luken Investment Analytics held 1,287 shares of State Street SPDR S&P Dividend ETF worth $196K as of Q2 2026.
Luken Investment Analytics left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.07% of Luken Investment Analytics's portfolio in Q2 2026, its #63 holding.
Luken Investment Analytics first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.