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

MONECO 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	$9.1M	Buy	59,788 +2,518	+4%	+$375K	0.56%	41
2026 Q1	$8.36M	Sell	57,270 -1,476	-3%	-$220K	0.65%	33
2025 Q4	$8.18M	Sell	58,746 -1,264	-2%	-$176K	0.65%	32
2025 Q3	$8.4M	Sell	60,010 -1,107	-2%	-$154K	0.7%	31
2025 Q2	$8.3M	Buy	61,117 +265	+0.4%	+$35.1K	0.77%	26
2025 Q1	$8.26M	Sell	60,852 -917	-1%	-$123K	0.85%	26
2024 Q4	$8.16M	Sell	61,769 -766	-1%	-$107K	0.86%	27
2024 Q3	$8.88M	Sell	62,535 -1,412	-2%	-$191K	1.11%	20
2024 Q2	$8.13M	Sell	63,947 -1,429	-2%	-$184K	1.2%	16
2024 Q1	$8.58M	Buy	65,376 +858	+1%	+$108K	1.36%	13
2023 Q4	$8.06M	Sell	64,518 -2,976	-4%	-$349K	1.54%	10
2023 Q3	$7.76M	Sell	67,494 -1,241	-2%	-$151K	2.11%	8
2023 Q2	$8.43M	Sell	68,735 -3,814	-5%	-$466K	2.29%	8
2023 Q1	$8.97M	Buy	72,549 +20	+0%	+$2.52K	2.64%	6
2022 Q4	$9.07M	Buy	72,529 +392	+0.5%	+$48.4K	3.28%	4
2022 Q3	$8.04M	Buy	72,137 +2,899	+4%	+$357K	3.22%	5
2022 Q2	$8.22M	Buy	69,238 +19,394	+39%	+$2.42M	3.19%	5
2022 Q1	$6.39M	Buy	49,844 +362	+0.7%	+$45.8K	2.35%	7
2021 Q4	$6.25M	Buy	49,482 +869	+2%	+$108K	2.35%	7
2021 Q3	$5.71M	Buy	48,613 +641	+1%	+$78.5K	2.25%	7
2021 Q2	$5.87M	Sell	47,972 -10	-0%	-$1.24K	2.7%	5
2021 Q1	$5.66M	Buy	47,982 +143	+0.3%	+$16K	2.75%	5
2020 Q4	$5.23M	Buy	47,839 +352	+0.7%	+$35.6K	2.89%	6
2020 Q3	$4.39M	Sell	47,487 -547	-1%	-$51.6K	2.8%	6
2020 Q2	$4.38M	Buy	48,034 +415	+0.9%	+$36.5K	3.43%	5
2020 Q1	$3.8M	Sell	47,619 -2,053	-4%	-$202K	3.89%	5
2019 Q4	$5.38M	Sell	49,672 -466	-0.9%	-$48.9K	3.83%	4
2019 Q3	$5.14M	Sell	50,138 -1,396	-3%	-$141K	4%	4
2019 Q2	$5.2M	Buy	51,534 +2,607	+5%	+$261K	4.18%	4
2019 Q1	$4.86M	Buy	48,927 +3,196	+7%	+$307K	3.94%	4
2018 Q4	$4.09M	Buy	+45,731	New	+$4.31M	4.76%	4

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

MONECO Advisors's SDY Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.4% in Q2 2026, buying an estimated $375K and bringing the position to 59,788 shares worth $9.1M. The position accounts for 0.56% of the portfolio, ranked #41.

MONECO Advisors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

MONECO Advisors held 59,788 shares of State Street SPDR S&P Dividend ETF worth $9.1M as of Q2 2026.
MONECO Advisors bought 2,518 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $375K.
State Street SPDR S&P Dividend ETF made up 0.56% of MONECO Advisors's portfolio in Q2 2026, its #41 holding.
MONECO Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.