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

Maridea 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	$679K	Buy	4,460 +1,683	+61%	+$251K	0.07%	247
2026 Q1	$405K	Hold	2,777	–	–	0.06%	283
2025 Q4	$386K	Sell	2,777 -196	-7%	-$27.3K	0.06%	293
2025 Q3	$417K	Buy	2,973 +225	+8%	+$31.4K	0.06%	277
2025 Q2	$373K	Hold	2,748	–	–	0.1%	196
2025 Q1	$373K	Sell	2,748 -3	-0.1%	-$403	0.12%	164
2024 Q4	$363K	Buy	+2,751	New	+$384K	0.12%	154

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

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

Maridea Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 61% in Q2 2026, buying an estimated $251K and bringing the position to 4,460 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #247.

Maridea Wealth Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Maridea Wealth Management held 4,460 shares of State Street SPDR S&P Dividend ETF worth $679K as of Q2 2026.
Maridea Wealth Management bought 1,683 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $251K.
State Street SPDR S&P Dividend ETF made up 0.07% of Maridea Wealth Management's portfolio in Q2 2026, its #247 holding.
Maridea Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.