Prime Capital Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prime Capital Investment Advisors’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	$3.76M	Buy	24,734 +210	+0.9%	+$31.3K	0.04%	275
2026 Q1	$3.58M	Sell	24,524 -237	-1%	-$35.3K	0.04%	265
2025 Q4	$3.45M	Buy	24,761 +180	+0.7%	+$25K	0.04%	260
2025 Q3	$3.44M	Sell	24,581 -639	-3%	-$89.1K	0.04%	259
2025 Q2	$3.42M	Sell	25,220 -3,577	-12%	-$474K	0.05%	254
2025 Q1	$3.91M	Sell	28,797 -391	-1%	-$52.6K	0.05%	260
2024 Q4	$3.86M	Buy	29,188 +52	+0.2%	+$7.26K	0.06%	223
2024 Q3	$4.14M	Sell	29,136 -1,678	-5%	-$227K	0.06%	224
2024 Q2	$3.92M	Buy	30,814 +1,162	+4%	+$150K	0.06%	224
2024 Q1	$3.89M	Sell	29,652 -2,410	-8%	-$302K	0.05%	230
2023 Q4	$4.01M	Sell	32,062 -16,902	-35%	-$1.98M	0.06%	218
2023 Q3	$5.63M	Buy	48,964 +294	+0.6%	+$35.9K	0.12%	139
2023 Q2	$5.97M	Buy	48,670 +41,966	+626%	+$5.13M	0.12%	141
2023 Q1	$829K	Sell	6,704 -44,718	-87%	-$5.63M	0.03%	269
2022 Q4	$6.43M	Buy	51,422 +44,168	+609%	+$5.46M	0.24%	85
2022 Q3	$809K	Buy	7,254 +404	+6%	+$49.8K	0.05%	192
2022 Q2	$813K	Sell	6,850 -3,394	-33%	-$423K	0.05%	192
2022 Q1	$1.32M	Hold	10,244	–	–	0.07%	152
2021 Q4	$1.32M	Buy	10,244 +2,998	+41%	+$373K	0.07%	156
2021 Q3	$852K	Buy	7,246 +48	+0.7%	+$5.88K	0.05%	188
2021 Q2	$880K	Buy	7,198 +1,740	+32%	+$215K	0.05%	193
2021 Q1	$644K	Buy	5,458 +1,797	+49%	+$201K	0.05%	176
2020 Q4	$388K	Buy	3,661 +29	+0.8%	+$2.93K	0.03%	195
2020 Q3	$336K	Buy	3,632 +229	+7%	+$21.6K	0.03%	213
2020 Q2	$310K	Sell	3,403 -2,884	-46%	-$253K	0.03%	207
2020 Q1	$502K	Sell	6,287 -48	-0.8%	-$4.73K	0.06%	151
2019 Q4	$681K	Buy	6,335 +47	+0.7%	+$4.93K	0.08%	144
2019 Q3	$645K	Buy	6,288 +3,287	+110%	+$331K	0.1%	146
2019 Q2	$303K	Buy	3,001 +2,001	+200%	+$200K	0.06%	160
2019 Q1	$99K	Buy	+1,000	New	+$96.1K	0.03%	156

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Prime Capital Investment Advisors's SDY Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.86% in Q2 2026, buying an estimated $31.3K and bringing the position to 24,734 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #275.

Prime Capital Investment Advisors first reported a position in SDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.43M in Q4 2022. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Prime Capital Investment Advisors held 24,734 shares of State Street SPDR S&P Dividend ETF worth $3.76M as of Q2 2026.
Prime Capital Investment Advisors bought 210 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $31.3K.
State Street SPDR S&P Dividend ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #275 holding.
Prime Capital Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 30 quarters since.
Prime Capital Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.43M in Q4 2022.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.