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

Purkiss Capital 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	$2.5M	Sell	16,447 -82	-0.5%	-$12.2K	0.95%	24
2026 Q1	$2.41M	Buy	16,529 +44	+0.3%	+$6.56K	1.06%	23
2025 Q4	$2.29M	Sell	16,485 -145	-0.9%	-$20.2K	1.08%	22
2025 Q3	$2.33M	Buy	16,630 +11,445	+221%	+$1.6M	1.11%	18
2025 Q2	$704K	Sell	5,185 -323	-6%	-$42.8K	0.39%	59
2025 Q1	$747K	Sell	5,508 -55	-1%	-$7.4K	0.56%	37
2024 Q4	$735K	Buy	+5,563	New	+$777K	0.63%	30

Other funds holding SDY

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Purkiss Capital Advisors's SDY Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.5% in Q2 2026, selling an estimated $12.2K and leaving 16,447 shares worth $2.5M. The position accounts for 0.95% of the portfolio, ranked #24.

Purkiss Capital Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 604 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Purkiss Capital Advisors held 16,447 shares of State Street SPDR S&P Dividend ETF worth $2.5M as of Q2 2026.
Purkiss Capital Advisors sold 82 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR S&P Dividend ETF made up 0.95% of Purkiss Capital Advisors's portfolio in Q2 2026, its #24 holding.
Purkiss Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
604 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.