PKS Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

PKS Advisory 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	$2.87M	Sell	18,875 -86	-0.5%	-$12.8K	0.46%	43
2026 Q1	$2.77M	Buy	18,961 +141	+0.7%	+$21K	0.64%	32
2025 Q4	$2.62M	Sell	18,820 -1,227	-6%	-$171K	0.6%	33
2025 Q3	$2.81M	Buy	20,047 +495	+3%	+$69K	0.59%	30
2025 Q2	$2.65M	Buy	19,552 +126	+0.6%	+$16.7K	0.66%	28
2025 Q1	$2.64M	Sell	19,426 -168	-0.9%	-$22.6K	0.72%	27
2024 Q4	$2.59M	Buy	+19,594	New	+$2.74M	0.65%	29

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

PKS Advisory Services's SDY Position: Q2 2026 in Review

PKS Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.45% in Q2 2026, selling an estimated $12.8K and leaving 18,875 shares worth $2.87M. The position accounts for 0.46% of the portfolio, ranked #43.

PKS Advisory Services 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.

PKS Advisory Services held 18,875 shares of State Street SPDR S&P Dividend ETF worth $2.87M as of Q2 2026.
PKS Advisory Services sold 86 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR S&P Dividend ETF made up 0.46% of PKS Advisory Services's portfolio in Q2 2026, its #43 holding.
PKS Advisory Services 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 PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.