SACKS & ASSOCIATES, LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SACKS & ASSOCIATES, LLC’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	$640K	Hold	4,129	–	–	0.43%	47
2026 Q1	$603K	Sell	4,129 -460	-10%	-$68.5K	0.45%	47
2025 Q4	$639K	Buy	+4,589	New	+$639K	0.47%	47

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's SDY Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,129 shares worth $640K. The position accounts for 0.43% of the portfolio, ranked #47.

SACKS & ASSOCIATES, LLC first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SACKS & ASSOCIATES, LLC held 4,129 shares of State Street SPDR S&P Dividend ETF worth $640K as of Q2 2026.
SACKS & ASSOCIATES, LLC left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.43% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #47 holding.
SACKS & ASSOCIATES, LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
820 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.