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

Pinnacle Wealth Planning Services’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	$39.4K	Buy	259 +153	+144%	+$22.8K	﹤0.01%	1440
2026 Q1	$15.5K	Hold	106	–	–	﹤0.01%	1815
2025 Q4	$14.8K	Buy	+106	New	+$14.7K	﹤0.01%	1854
2021 Q1	–	Sell	-233	Closed	-$25K	–	1654
2020 Q4	$25K	Buy	+233	New	+$23.6K	0.01%	1077

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 Planning Services's SDY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 144% in Q2 2026, buying an estimated $22.8K and bringing the position to 259 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Pinnacle Wealth Planning Services first reported a position in SDY in Q4 2020 and has held it in 4 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pinnacle Wealth Planning Services held 259 shares of State Street SPDR S&P Dividend ETF worth $39.4K as of Q2 2026.
Pinnacle Wealth Planning Services bought 153 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $22.8K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1440 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 4 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.