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

Morling Financial 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	$53.7K	Hold	353	–	–	0.01%	99
2026 Q1	$51.5K	Hold	353	–	–	0.02%	91
2025 Q4	$49.1K	Hold	353	–	–	0.02%	87
2025 Q3	$49.4K	Hold	353	–	–	0.02%	84
2025 Q2	$47.9K	Hold	353	–	–	0.02%	84
2025 Q1	$47.9K	Hold	353	–	–	0.02%	103
2024 Q4	$46.6K	Hold	353	–	–	0.02%	95
2024 Q3	$50.1K	Hold	353	–	–	0.02%	83
2024 Q2	$44.9K	Hold	353	–	–	0.02%	74
2024 Q1	$46.3K	Hold	353	–	–	0.03%	84
2023 Q4	$44.1K	Sell	353 -121	-26%	-$14.2K	0.04%	68
2023 Q3	$54.5K	Sell	474 -1	-0.2%	-$122	0.05%	60
2023 Q2	$58.2K	Buy	475 +1	+0.2%	+$122	0.06%	61
2023 Q1	$58.6K	Buy	474 +1	+0.2%	+$126	0.06%	65
2022 Q4	$59.2K	Buy	473 +1	+0.2%	+$124	0.08%	65
2022 Q3	$53K	Buy	472 +1	+0.2%	+$123	0.07%	58
2022 Q2	$56K	Sell	471 -141	-23%	-$17.6K	0.07%	62
2022 Q1	$78K	Buy	612 +1	+0.2%	+$126	0.1%	64
2021 Q4	$79K	Buy	+611	New	+$76K	0.08%	61

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

Morling Financial Advisors's SDY Position: Q2 2026 in Review

Morling Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 353 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #99.

Morling Financial Advisors first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $79K in Q4 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Morling Financial Advisors held 353 shares of State Street SPDR S&P Dividend ETF worth $53.7K as of Q2 2026.
Morling Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #99 holding.
Morling Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Morling Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $79K in Q4 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.