Pure Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pure Financial 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	$268K	Sell	1,763 -57	-3%	-$8.49K	﹤0.01%	537
2026 Q1	$266K	Sell	1,820 -15	-0.8%	-$2.23K	﹤0.01%	488
2025 Q4	$255K	Sell	1,835 -610	-25%	-$84.9K	﹤0.01%	453
2025 Q3	$342K	Sell	2,445 -906	-27%	-$126K	0.01%	373
2025 Q2	$455K	Buy	3,351 +134	+4%	+$17.8K	0.01%	311
2025 Q1	$437K	Sell	3,217 -449	-12%	-$60.4K	0.01%	259
2024 Q4	$484K	Buy	3,666 +1,157	+46%	+$162K	0.01%	220
2024 Q3	$356K	Buy	+2,509	New	+$339K	0.01%	253
2023 Q3	–	Sell	-1,847	Closed	-$226K	–	268
2023 Q2	$226K	Sell	1,847 -75	-4%	-$9.16K	0.01%	237
2023 Q1	$238K	Buy	1,922 +7	+0.4%	+$881	0.01%	230
2022 Q4	$240K	Buy	+1,915	New	+$237K	0.01%	219
2022 Q1	–	Sell	-1,934	Closed	-$250K	–	234
2021 Q4	$250K	Buy	1,934 +3	+0.2%	+$373	0.01%	187
2021 Q3	$227K	Buy	+1,931	New	+$236K	0.02%	180

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

Pure Financial Advisors's SDY Position: Q2 2026 in Review

Pure Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.1% in Q2 2026, selling an estimated $8.49K and leaving 1,763 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Pure Financial Advisors first reported a position in SDY in Q3 2021 and has held it in 13 quarters since. The position peaked at $484K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pure Financial Advisors held 1,763 shares of State Street SPDR S&P Dividend ETF worth $268K as of Q2 2026.
Pure Financial Advisors sold 57 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.49K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #537 holding.
Pure Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and has held it in 13 quarters since.
Pure Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $484K in Q4 2024.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.