Main Street Financial Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Main Street Financial Solutions’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	$300K	Sell	1,974 -205	-9%	-$30.5K	0.02%	483
2026 Q1	$318K	Buy	2,179 +485	+29%	+$72.3K	0.02%	427
2025 Q4	$236K	Sell	1,694 -774	-31%	-$108K	0.02%	487
2025 Q3	$346K	Sell	2,468 -144	-6%	-$20.1K	0.02%	468
2025 Q2	$355K	Sell	2,612 -104	-4%	-$13.8K	0.03%	422
2025 Q1	$369K	Sell	2,716 -1,021	-27%	-$137K	0.03%	369
2024 Q4	$494K	Sell	3,737 -3	-0.1%	-$419	0.05%	293
2024 Q3	$531K	Buy	3,740 +10	+0.3%	+$1.35K	0.05%	300
2024 Q2	$474K	Sell	3,730 -5	-0.1%	-$644	0.04%	326
2024 Q1	$490K	Buy	3,735 +877	+31%	+$110K	0.05%	309
2023 Q4	$357K	Sell	2,858 -2	-0.1%	-$235	0.05%	326
2023 Q3	$329K	Sell	2,860 -139	-5%	-$17K	0.05%	325
2023 Q2	$368K	Sell	2,999 -1	-0%	-$122	0.05%	314
2023 Q1	$371K	Buy	3,000 +282	+10%	+$35.5K	0.05%	305
2022 Q4	$340K	Buy	2,718 +204	+8%	+$25.2K	0.05%	298
2022 Q3	$280K	Buy	2,514 +35	+1%	+$4.31K	0.05%	340
2022 Q2	$294K	Buy	2,479 +144	+6%	+$18K	0.04%	351
2022 Q1	$299K	Buy	2,335 +3	+0.1%	+$379	0.04%	358
2021 Q4	$301K	Sell	2,332 -1	-0%	-$124	0.04%	375
2021 Q3	$274K	Sell	2,333 -79	-3%	-$9.68K	0.04%	375
2021 Q2	$295K	Buy	2,412 +10	+0.4%	+$1.24K	0.05%	355
2021 Q1	$284K	Sell	2,402 -252	-9%	-$28.3K	0.05%	332
2020 Q4	$281K	Buy	+2,654	New	+$269K	0.06%	307

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

Main Street Financial Solutions's SDY Position: Q2 2026 in Review

Main Street Financial Solutions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.4% in Q2 2026, selling an estimated $30.5K and leaving 1,974 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #483.

Main Street Financial Solutions first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $531K in Q3 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Main Street Financial Solutions held 1,974 shares of State Street SPDR S&P Dividend ETF worth $300K as of Q2 2026.
Main Street Financial Solutions sold 205 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $30.5K.
State Street SPDR S&P Dividend ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #483 holding.
Main Street Financial Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Main Street Financial Solutions's State Street SPDR S&P Dividend ETF position peaked at $531K in Q3 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.