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

MKT 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	$802K	Sell	5,156 -139	-3%	-$20.7K	0.25%	52
2026 Q1	$771K	Sell	5,295 -49	-0.9%	-$7.3K	0.26%	57
2025 Q4	$752K	Sell	5,344 -89	-2%	-$12.4K	0.26%	58
2025 Q3	$761K	Sell	5,433 -765	-12%	-$107K	0.28%	53
2025 Q2	$856K	Buy	6,198 +18	+0.3%	+$2.39K	0.34%	44
2025 Q1	$764K	Buy	6,180 +14	+0.2%	+$1.88K	0.36%	42
2024 Q4	$825K	Buy	6,166 +9	+0.1%	+$1.26K	0.36%	43
2024 Q3	$871K	Sell	6,157 -10	-0.2%	-$1.35K	0.41%	38
2024 Q2	$778K	Buy	6,167 +10	+0.2%	+$1.29K	0.39%	42
2024 Q1	$787K	Sell	6,157 -1,041	-14%	-$131K	0.43%	37
2023 Q4	$893K	Sell	7,198 -707	-9%	-$83K	0.59%	33
2023 Q3	$897K	Buy	7,905 +23	+0.3%	+$2.81K	0.68%	24
2023 Q2	$999K	Sell	7,882 -80	-1%	-$9.77K	0.71%	23
2023 Q1	$979K	Buy	7,962 +20	+0.3%	+$2.52K	0.73%	22
2022 Q4	$1.03M	Buy	7,942 +24	+0.3%	+$2.96K	0.77%	21
2022 Q3	$883K	Buy	7,918 +22	+0.3%	+$2.71K	0.77%	24
2022 Q2	$942K	Sell	7,896 -106	-1%	-$13.2K	0.73%	27
2022 Q1	$993K	Buy	8,002 +5,451	+214%	+$689K	0.75%	23
2021 Q4	$316K	Buy	+2,551	New	+$317K	0.25%	89

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

MKT Advisors's SDY Position: Q2 2026 in Review

MKT Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.6% in Q2 2026, selling an estimated $20.7K and leaving 5,156 shares worth $802K. The position accounts for 0.25% of the portfolio, ranked #52.

MKT Advisors first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

MKT Advisors held 5,156 shares of State Street SPDR S&P Dividend ETF worth $802K as of Q2 2026.
MKT Advisors sold 139 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $20.7K.
State Street SPDR S&P Dividend ETF made up 0.25% of MKT Advisors's portfolio in Q2 2026, its #52 holding.
MKT Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.03M in Q4 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.