Nemes Rush Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nemes Rush 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	$51.4K	Buy	338 +1	+0.3%	+$149	﹤0.01%	372
2026 Q1	$49.2K	Hold	337	–	–	﹤0.01%	364
2025 Q4	$46.8K	Sell	337 -830	-71%	-$115K	﹤0.01%	352
2025 Q3	$163K	Buy	1,167 +6	+0.5%	+$837	0.02%	208
2025 Q2	$158K	Buy	1,161 +6	+0.5%	+$796	0.02%	213
2025 Q1	$157K	Buy	1,155 +6	+0.5%	+$807	0.02%	220
2024 Q4	$152K	Buy	1,149 +960	+508%	+$134K	0.02%	212
2024 Q3	$24.8K	Sell	189 -42	-18%	-$5.68K	﹤0.01%	326
2024 Q2	$29.4K	Buy	231 +42	+22%	+$5.41K	﹤0.01%	312
2024 Q1	$24.8K	Hold	189	–	–	﹤0.01%	354
2023 Q4	$23.6K	Hold	189	–	–	﹤0.01%	332
2023 Q3	$21.7K	Hold	189	–	–	﹤0.01%	333
2023 Q2	$23.2K	Buy	+189	New	+$23.1K	﹤0.01%	347

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

Nemes Rush Group's SDY Position: Q2 2026 in Review

Nemes Rush Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.3% in Q2 2026, buying an estimated $149 and bringing the position to 338 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Nemes Rush Group first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $163K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Nemes Rush Group held 338 shares of State Street SPDR S&P Dividend ETF worth $51.4K as of Q2 2026.
Nemes Rush Group bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q2 2026, its #372 holding.
Nemes Rush Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Nemes Rush Group's State Street SPDR S&P Dividend ETF position peaked at $163K in Q3 2025.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.