Mount Yale Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mount Yale Investment 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	$6.3M	Sell	41,379 -1,309	-3%	-$195K	0.12%	194
2026 Q1	$6.23M	Buy	42,688 +11,075	+35%	+$1.65M	0.14%	159
2025 Q4	$4.4M	Buy	31,613 +3,470	+12%	+$483K	0.21%	109
2025 Q3	$3.94M	Buy	+28,143	New	+$3.93M	0.27%	82

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

Mount Yale Investment Advisors's SDY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.1% in Q2 2026, selling an estimated $195K and leaving 41,379 shares worth $6.3M. The position accounts for 0.12% of the portfolio, ranked #194.

Mount Yale Investment Advisors first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Mount Yale Investment Advisors held 41,379 shares of State Street SPDR S&P Dividend ETF worth $6.3M as of Q2 2026.
Mount Yale Investment Advisors sold 1,309 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $195K.
State Street SPDR S&P Dividend ETF made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #194 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.