Nalls Sherbakoff Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nalls Sherbakoff Group’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	$126K	Sell	830 -1,305	-61%	-$194K	0.09%	122
2026 Q1	$312K	Sell	2,135 -33	-2%	-$4.92K	0.23%	72
2025 Q4	$302K	Sell	2,168 -4	-0.2%	-$557	0.22%	72
2025 Q3	$304K	Hold	2,172	–	–	0.21%	73
2025 Q2	$295K	Hold	2,172	–	–	0.21%	72
2025 Q1	$295K	Buy	+2,172	New	+$292K	0.24%	66
2023 Q4	$190K	Hold	1,518	–	–	0.17%	86
2023 Q3	$175K	Hold	1,518	–	–	0.17%	83
2023 Q2	$178K	Hold	1,518	–	–	0.17%	84
2023 Q1	$185K	Buy	+1,518	New	+$191K	0.18%	83
2018 Q4	$393K	Buy	+4,387	New	+$414K	0.63%	34

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

Nalls Sherbakoff Group's SDY Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 61% in Q2 2026, selling an estimated $194K and leaving 830 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #122.

Nalls Sherbakoff Group first reported a position in SDY in Q4 2018 and has held it in 11 quarters since. The position peaked at $393K in Q4 2018. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Nalls Sherbakoff Group held 830 shares of State Street SPDR S&P Dividend ETF worth $126K as of Q2 2026.
Nalls Sherbakoff Group sold 1,305 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $194K.
State Street SPDR S&P Dividend ETF made up 0.09% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #122 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's State Street SPDR S&P Dividend ETF position peaked at $393K in Q4 2018.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.