Markowski Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Markowski Investments’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	$28.5K	Buy	+187	New	+$27.9K	0.01%	275

Other funds holding SDY

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Markowski Investments's SDY Position: Q2 2026 in Review

Markowski Investments opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 187 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Markowski Investments held 187 shares of State Street SPDR S&P Dividend ETF worth $28.5K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Markowski Investments position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #275 holding.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.