Pines Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pines Wealth Management’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	$1.88M	Sell	12,335 -2,264	-16%	-$337K	0.54%	43
2026 Q1	$2.13M	Buy	14,599 +388	+3%	+$57.8K	0.69%	30
2025 Q4	$1.98M	Buy	14,211 +505	+4%	+$70.3K	0.64%	32
2025 Q3	$1.92M	Sell	13,706 -1,763	-11%	-$246K	0.65%	33
2025 Q2	$2.15M	Sell	15,469 -73	-0.5%	-$9.68K	0.76%	29
2025 Q1	$1.89M	Sell	15,542 -97	-0.6%	-$13K	0.87%	25
2024 Q4	$2.01M	Buy	+15,639	New	+$2.18M	0.88%	27

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

Pines Wealth Management's SDY Position: Q2 2026 in Review

Pines Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 16% in Q2 2026, selling an estimated $337K and leaving 12,335 shares worth $1.88M. The position accounts for 0.54% of the portfolio, ranked #43.

Pines Wealth Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q2 2025. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pines Wealth Management held 12,335 shares of State Street SPDR S&P Dividend ETF worth $1.88M as of Q2 2026.
Pines Wealth Management sold 2,264 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $337K.
State Street SPDR S&P Dividend ETF made up 0.54% of Pines Wealth Management's portfolio in Q2 2026, its #43 holding.
Pines Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.15M in Q2 2025.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.