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

Pacific Point 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	$289K	Hold	1,896	–	–	0.13%	107
2026 Q1	$277K	Hold	1,896	–	–	0.15%	113
2025 Q4	$264K	Hold	1,896	–	–	0.14%	122
2025 Q3	$266K	Hold	1,896	–	–	0.15%	107
2025 Q2	$257K	Hold	1,896	–	–	0.14%	108
2025 Q1	$257K	Hold	1,896	–	–	0.14%	108
2024 Q4	$253K	Buy	+1,896	New	+$265K	0.15%	105

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

Pacific Point Advisors's SDY Position: Q2 2026 in Review

Pacific Point Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,896 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #107.

Pacific Point Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pacific Point Advisors held 1,896 shares of State Street SPDR S&P Dividend ETF worth $289K as of Q2 2026.
Pacific Point Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.13% of Pacific Point Advisors's portfolio in Q2 2026, its #107 holding.
Pacific Point Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.