Raab & Moskowitz Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Raab & Moskowitz Asset Management’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	$1.22M	Buy	8,026 +93	+1%	+$13.9K	0.25%	84
2026 Q1	$1.16M	Buy	7,933 +7	+0.1%	+$1.04K	0.26%	81
2025 Q4	$1.1M	Hold	7,926	–	–	0.24%	89
2025 Q3	$1.11M	Buy	7,926 +43	+0.5%	+$6K	0.25%	87
2025 Q2	$1.07M	Sell	7,883 -109	-1%	-$14.5K	0.25%	84
2025 Q1	$1.08M	Sell	7,992 -574	-7%	-$77.2K	0.27%	78
2024 Q4	$1.13M	Hold	8,566	–	–	0.28%	79
2024 Q3	$1.22M	Sell	8,566 -322	-4%	-$43.5K	0.31%	78
2024 Q2	$1.13M	Sell	8,888 -271	-3%	-$34.9K	0.31%	78
2024 Q1	$1.2M	Sell	9,159 -964	-10%	-$121K	0.34%	77
2023 Q4	$1.27M	Sell	10,123 -410	-4%	-$48.1K	0.4%	67
2023 Q3	$1.21M	Hold	10,533	–	–	0.43%	64
2023 Q2	$1.29M	Hold	10,533	–	–	0.44%	64
2023 Q1	$1.3M	Sell	10,533 -357	-3%	-$44.9K	0.48%	63
2022 Q4	$1.36M	Sell	10,890 -220	-2%	-$27.2K	0.52%	59
2022 Q3	$1.24M	Buy	11,110 +430	+4%	+$53K	0.52%	60
2022 Q2	$1.27M	Sell	10,680 -634	-6%	-$79.1K	0.5%	60
2022 Q1	$1.45M	Sell	11,314 -1,412	-11%	-$178K	0.5%	63
2021 Q4	$1.64M	Sell	12,726 -209	-2%	-$26K	0.54%	58
2021 Q3	$1.52M	Sell	12,935 -100	-0.8%	-$12.2K	0.55%	58
2021 Q2	$1.59M	Sell	13,035 -462	-3%	-$57.1K	0.58%	57
2021 Q1	$1.59M	Hold	13,497	–	–	0.62%	52
2020 Q4	$1.43M	Buy	13,497 +80	+0.6%	+$8.1K	0.59%	54
2020 Q3	$1.24M	Sell	13,417 -927	-6%	-$87.4K	0.57%	54
2020 Q2	$1.31M	Buy	14,344 +3,213	+29%	+$282K	0.64%	51
2020 Q1	$888K	Buy	11,131 +10,367	+1,357%	+$1.02M	0.48%	66
2019 Q4	$82K	Buy	+764	New	+$80.2K	0.03%	211
2018 Q4	–	Sell	-781	Closed	-$76K	–	433
2018 Q3	$76K	Buy	+781	New	+$75.7K	0.03%	227
2016 Q4	–	Sell	-2,768	Closed	-$233K	–	139
2016 Q3	$233K	Buy	+2,768	New	+$236K	0.13%	127
2015 Q1	–	Sell	-822	Closed	-$65K	–	321
2014 Q4	$65K	Buy	+822	New	+$64.2K	0.04%	174

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

Raab & Moskowitz Asset Management's SDY Position: Q2 2026 in Review

Raab & Moskowitz Asset Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 8,026 shares worth $1.22M. The position accounts for 0.25% of the portfolio, ranked #84.

Raab & Moskowitz Asset Management first reported a position in SDY in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.64M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Raab & Moskowitz Asset Management held 8,026 shares of State Street SPDR S&P Dividend ETF worth $1.22M as of Q2 2026.
Raab & Moskowitz Asset Management bought 93 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13.9K.
State Street SPDR S&P Dividend ETF made up 0.25% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #84 holding.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 30 quarters since.
Raab & Moskowitz Asset Management's State Street SPDR S&P Dividend ETF position peaked at $1.64M in Q4 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.