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

Ranch 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	$203K	Sell	1,336 -49	-4%	-$7.3K	0.06%	152
2026 Q1	$202K	Buy	+1,385	New	+$206K	0.07%	150
2024 Q2	–	Sell	-1,542	Closed	-$202K	–	161
2024 Q1	$202K	Sell	1,542 -777	-34%	-$97.5K	0.11%	146
2023 Q4	$290K	Sell	2,319 -108	-4%	-$12.7K	0.18%	118
2023 Q3	$279K	Hold	2,427	–	–	0.2%	113
2023 Q2	$297K	Hold	2,427	–	–	0.21%	111
2023 Q1	$300K	Buy	2,427 +141	+6%	+$17.7K	0.22%	115
2022 Q4	$286K	Sell	2,286 -15	-0.7%	-$1.85K	0.22%	118
2022 Q3	$257K	Buy	2,301 +97	+4%	+$11.9K	0.21%	126
2022 Q2	$262K	Hold	2,204	–	–	0.2%	124
2022 Q1	$282K	Hold	2,204	–	–	0.19%	129
2021 Q4	$285K	Sell	2,204 -18	-0.8%	-$2.24K	0.19%	127
2021 Q3	$261K	Buy	2,222 +1	+0%	+$122	0.16%	134
2021 Q2	$271K	Hold	2,221	–	–	0.16%	135
2021 Q1	$262K	Sell	2,221 -75	-3%	-$8.41K	0.17%	134
2020 Q4	$243K	Hold	2,296	–	–	0.17%	129
2020 Q3	$212K	Sell	2,296 -48	-2%	-$4.53K	0.17%	130
2020 Q2	$229K	Sell	2,344 -635	-21%	-$55.8K	0.18%	130
2020 Q1	$237K	Sell	2,979 -46	-2%	-$4.54K	0.23%	109
2019 Q4	$325K	Buy	3,025 +4	+0.1%	+$420	0.26%	108
2019 Q3	$310K	Buy	+3,021	New	+$305K	0.33%	100

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

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

Ranch Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.5% in Q2 2026, selling an estimated $7.3K and leaving 1,336 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #152.

Ranch Capital Advisors first reported a position in SDY in Q3 2019 and has held it in 21 quarters since. The position peaked at $325K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Ranch Capital Advisors held 1,336 shares of State Street SPDR S&P Dividend ETF worth $203K as of Q2 2026.
Ranch Capital Advisors sold 49 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.3K.
State Street SPDR S&P Dividend ETF made up 0.06% of Ranch Capital Advisors's portfolio in Q2 2026, its #152 holding.
Ranch Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 21 quarters since.
Ranch Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $325K in Q4 2019.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.