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

Medallion Wealth 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	$58K	Sell	381 -710	-65%	-$106K	0.02%	445
2026 Q1	$159K	Hold	1,091	–	–	0.05%	282
2025 Q4	$152K	Hold	1,091	–	–	0.05%	279
2025 Q3	$153K	Hold	1,091	–	–	0.05%	273
2025 Q2	$148K	Hold	1,091	–	–	0.06%	279
2025 Q1	$148K	Hold	1,091	–	–	0.07%	244
2024 Q4	$147K	Buy	+1,091	New	+$152K	0.07%	229

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

Medallion Wealth Advisors's SDY Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 65% in Q2 2026, selling an estimated $106K and leaving 381 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #445.

Medallion Wealth Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $159K in Q1 2026. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Medallion Wealth Advisors held 381 shares of State Street SPDR S&P Dividend ETF worth $58K as of Q2 2026.
Medallion Wealth Advisors sold 710 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $106K.
State Street SPDR S&P Dividend ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #445 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $159K in Q1 2026.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.