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

My Legacy 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
2025
Q2 		$563K Sell
4,034
-16
-0.4% -$2.12K 0.2% 132
2025
Q1 		$550K Sell
4,050
-14
-0.3% -$1.88K 0.21% 131
2024
Q4 		$536K Sell
4,064
-262
-6% -$36.6K 0.21% 128
2024
Q3 		$614K Sell
4,326
-1,656
-28% -$224K 0.24% 117
2024
Q2 		$761K Sell
5,982
-5
-0.1% -$644 0.24% 111
2024
Q1 		$786K Sell
5,987
-316
-5% -$39.6K 0.26% 107
2023
Q4 		$783K Sell
6,303
-311
-5% -$36.5K 0.28% 104
2023
Q3 		$745K Buy
6,614
+93
+1% +$11.4K 0.3% 101
2023
Q2 		$808K Sell
6,521
-11
-0.2% -$1.34K 0.32% 98
2023
Q1 		$807K Sell
6,532
-167
-2% -$21K 0.35% 94
2022
Q4 		$879K Sell
6,699
-32
-0.5% -$3.95K 0.37% 91
2022
Q3 		$764K Buy
6,731
+441
+7% +$54.3K 0.39% 83
2022
Q2 		$750K Buy
6,290
+320
+5% +$39.9K 0.38% 94
2022
Q1 		$765K Buy
+5,970
New +$755K 0.36% 96

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's SDY Position: Q2 2025 in Review

My Legacy Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.4% in Q2 2025, selling an estimated $2.12K and leaving 4,034 shares worth $563K. The position accounts for 0.2% of the portfolio, ranked #132.

My Legacy Advisors first reported a position in SDY in Q1 2022 and has held it in 14 quarters since. The position peaked at $879K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • My Legacy Advisors held 4,034 shares of State Street SPDR S&P Dividend ETF worth $563K as of Q2 2025.
  • My Legacy Advisors sold 16 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $2.12K.
  • State Street SPDR S&P Dividend ETF made up 0.2% of My Legacy Advisors's portfolio in Q2 2025, its #132 holding.
  • My Legacy Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's State Street SPDR S&P Dividend ETF position peaked at $879K in Q4 2022.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.