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

Pinnacle Wealth Management 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	$287K	Hold	1,883	–	–	0.13%	103
2026 Q1	$275K	Sell	1,883 -194	-9%	-$28.9K	0.13%	103
2025 Q4	$289K	Sell	2,077 -44	-2%	-$6.12K	0.14%	102
2025 Q3	$297K	Buy	2,121 +41	+2%	+$5.72K	0.15%	100
2025 Q2	$282K	Buy	2,080 +2	+0.1%	+$265	0.16%	102
2025 Q1	$282K	Buy	+2,078	New	+$279K	0.2%	85

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

Pinnacle Wealth Management Group's SDY Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,883 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #103.

Pinnacle Wealth Management Group first reported a position in SDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $297K in Q3 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pinnacle Wealth Management Group held 1,883 shares of State Street SPDR S&P Dividend ETF worth $287K as of Q2 2026.
Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group's portfolio in Q2 2026, its #103 holding.
Pinnacle Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Pinnacle Wealth Management Group's State Street SPDR S&P Dividend ETF position peaked at $297K in Q3 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.