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

Mutual 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 		$2.36M Sell
15,491
-126
-0.8% -$18.8K 0.04% 376
2026
Q1 		$2.28M Sell
15,617
-973
-6% -$145K 0.05% 348
2025
Q4 		$2.31M Sell
16,590
-154
-0.9% -$21.4K 0.05% 328
2025
Q3 		$2.34M Buy
16,744
+384
+2% +$53.6K 0.05% 322
2025
Q2 		$2.29M Buy
16,360
+390
+2% +$51.7K 0.06% 286
2025
Q1 		$2.07M Buy
15,970
+1,211
+8% +$163K 0.06% 277
2024
Q4 		$1.97M Sell
14,759
-7
-0% -$978 0.06% 283
2024
Q3 		$2.08M Sell
14,766
-49
-0.3% -$6.63K 0.06% 269
2024
Q2 		$1.98M Buy
14,815
+788
+6% +$102K 0.06% 278
2024
Q1 		$1.84M Sell
14,027
-170
-1% -$21.3K 0.06% 296
2023
Q4 		$1.77M Sell
14,197
-81
-0.6% -$9.51K 0.06% 302
2023
Q3 		$1.64M Sell
14,278
-6,887
-33% -$841K 0.06% 299
2023
Q2 		$2.59M Sell
21,165
-1,092
-5% -$133K 0.1% 202
2023
Q1 		$2.75M Sell
22,257
-2,286
-9% -$288K 0.11% 187
2022
Q4 		$3.07M Sell
24,543
-878
-3% -$108K 0.14% 156
2022
Q3 		$2.83M Buy
25,421
+570
+2% +$70.2K 0.15% 140
2022
Q2 		$2.95M Buy
24,851
+514
+2% +$64.1K 0.2% 116
2022
Q1 		$3.12M Buy
24,337
+3,927
+19% +$496K 0.17% 129
2021
Q4 		$2.63M Buy
20,410
+279
+1% +$34.7K 0.14% 178
2021
Q3 		$2.37M Buy
20,131
+1,015
+5% +$124K 0.14% 184
2021
Q2 		$2.34M Buy
19,116
+3,443
+22% +$426K 0.14% 182
2021
Q1 		$1.85M Buy
15,673
+2,725
+21% +$305K 0.13% 200
2020
Q4 		$1.37M Buy
12,948
+519
+4% +$52.5K 0.1% 241
2020
Q3 		$1.15M Buy
12,429
+1,003
+9% +$94.6K 0.1% 216
2020
Q2 		$1.04M Buy
11,426
+2,982
+35% +$262K 0.1% 219
2020
Q1 		$674K Buy
8,444
+2,813
+50% +$277K 0.09% 232
2019
Q4 		$606K Buy
5,631
+864
+18% +$90.7K 0.06% 302
2019
Q3 		$489K Sell
4,767
-1,242
-21% -$125K 0.06% 313
2019
Q2 		$606K Buy
6,009
+3,111
+107% +$311K 0.08% 291
2019
Q1 		$288K Buy
+2,898
New +$279K 0.04% 375

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mutual Advisors's SDY Position: Q2 2026 in Review

Mutual Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.81% in Q2 2026, selling an estimated $18.8K and leaving 15,491 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #376.

Mutual Advisors first reported a position in SDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.12M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Mutual Advisors held 15,491 shares of State Street SPDR S&P Dividend ETF worth $2.36M as of Q2 2026.
  • Mutual Advisors sold 126 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $18.8K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #376 holding.
  • Mutual Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • Mutual Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.12M in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.