Patriot Financial Group Insurance Agency’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Patriot Financial Group Insurance Agency’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	$201K	Sell	1,320 -1,320	-50%	-$197K	0.02%	475
2026 Q1	$385K	Buy	+2,640	New	+$393K	0.02%	502
2025 Q3	–	Sell	-1,982	Closed	-$269K	–	574
2025 Q2	$269K	Hold	1,982	–	–	0.03%	423
2025 Q1	$269K	Buy	+1,982	New	+$267K	0.04%	397
2024 Q4	–	Sell	-1,482	Closed	-$211K	–	530
2024 Q3	$211K	Buy	+1,482	New	+$200K	0.03%	454
2022 Q3	–	Sell	-916	Closed	-$109K	–	1672
2022 Q2	$109K	Buy	916 +81	+10%	+$10.1K	0.02%	521
2022 Q1	$107K	Sell	835 -77	-8%	-$9.73K	0.02%	568
2021 Q4	$118K	Sell	912 -199	-18%	-$24.8K	0.02%	603
2021 Q3	$131K	Buy	1,111 +37	+3%	+$4.53K	0.02%	569
2021 Q2	$131K	Buy	1,074 +49	+5%	+$6.06K	0.02%	545
2021 Q1	$121K	Sell	1,025 -47	-4%	-$5.27K	0.03%	505
2020 Q4	$114K	Buy	1,072 +259	+32%	+$26.2K	0.03%	466
2020 Q3	$75K	Buy	813 +6	+0.7%	+$566	0.02%	460
2020 Q2	$73K	Sell	807 -152	-16%	-$13.4K	0.03%	431
2020 Q1	$77K	Sell	959 -165	-15%	-$16.3K	0.04%	363
2019 Q4	$121K	Sell	1,124 -108	-9%	-$11.3K	0.05%	309
2019 Q3	$126K	Sell	1,232 -309	-20%	-$31.2K	0.06%	276
2019 Q2	$156K	Buy	1,541 +4	+0.3%	+$400	0.07%	224
2019 Q1	$153K	Buy	1,537 +631	+70%	+$60.6K	0.08%	203
2018 Q4	$81K	Sell	906 -568	-39%	-$53.6K	0.05%	240
2018 Q3	$144K	Buy	1,474 +1,274	+637%	+$123K	0.09%	150
2018 Q2	$19K	Sell	200 -359	-64%	-$33.1K	0.02%	302
2018 Q1	$50K	Sell	559 -212	-27%	-$19.8K	0.04%	313
2017 Q4	$72K	Buy	771 +19	+3%	+$1.78K	0.05%	247
2017 Q3	$69K	Buy	752 +3	+0.4%	+$269	0.06%	215
2017 Q2	$66K	Sell	749 -59	-7%	-$5.23K	0.07%	204
2017 Q1	$71K	Buy	808 +66	+9%	+$5.77K	0.07%	182
2016 Q4	$64K	Buy	+742	New	+$62.3K	0.09%	186

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

Patriot Financial Group Insurance Agency's SDY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 50% in Q2 2026, selling an estimated $197K and leaving 1,320 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #475.

Patriot Financial Group Insurance Agency first reported a position in SDY in Q4 2016 and has held it in 28 quarters since. The position peaked at $385K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Patriot Financial Group Insurance Agency held 1,320 shares of State Street SPDR S&P Dividend ETF worth $201K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 1,320 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $197K.
State Street SPDR S&P Dividend ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #475 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 28 quarters since.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Dividend ETF position peaked at $385K in Q1 2026.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.