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Realta Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Realta Investment 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 		$524K Buy
3,442
+761
+28% +$113K 0.16% 131
2026
Q1 		$391K Sell
2,681
-349
-12% -$52K 0.14% 140
2025
Q4 		$422K Buy
3,030
+458
+18% +$63.7K 0.14% 139
2025
Q3 		$360K Sell
2,572
-50
-2% -$6.97K 0.12% 146
2025
Q2 		$356K Buy
2,622
+8
+0.3% +$1.06K 0.14% 132
2025
Q1 		$355K Sell
2,614
-35
-1% -$4.71K 0.16% 123
2024
Q4 		$349K Buy
2,649
+647
+32% +$90.4K 0.14% 129
2024
Q3 		$286K Sell
2,002
-9,378
-82% -$1.27M 0.13% 147
2024
Q2 		$1.45M Buy
11,380
+3,942
+53% +$508K 0.28% 81
2024
Q1 		$976K Sell
7,438
-528
-7% -$66.2K 0.2% 121
2023
Q4 		$996K Buy
7,966
+630
+9% +$74K 0.22% 116
2023
Q3 		$899K Sell
7,336
-1,185
-14% -$145K 0.21% 116
2023
Q2 		$1.04M Sell
8,521
-200
-2% -$24.4K 0.23% 104
2023
Q1 		$1.08M Sell
8,721
-1,260
-13% -$159K 0.26% 94
2022
Q4 		$1.25M Buy
9,981
+207
+2% +$25.6K 0.3% 79
2022
Q3 		$1.09M Buy
9,774
+1,562
+19% +$192K 0.29% 79
2022
Q2 		$989K Buy
8,212
+118
+1% +$14.7K 0.24% 94
2022
Q1 		$1.04M Buy
8,094
+1,934
+31% +$244K 0.21% 109
2021
Q4 		$795K Buy
6,160
+1,702
+38% +$212K 0.17% 142
2021
Q3 		$524K Sell
4,458
-256
-5% -$31.4K 0.12% 194
2021
Q2 		$576K Buy
4,714
+45
+1% +$5.56K 0.14% 186
2021
Q1 		$551K Buy
4,669
+445
+11% +$49.9K 0.14% 181
2020
Q4 		$447K Buy
4,224
+107
+3% +$10.8K 0.13% 184
2020
Q3 		$380K Buy
4,117
+417
+11% +$39.3K 0.13% 187
2020
Q2 		$337K Buy
3,700
+582
+19% +$51.2K 0.11% 229
2020
Q1 		$249K Buy
3,118
+439
+16% +$43.3K 0.11% 226
2019
Q4 		$285K Buy
2,679
+175
+7% +$18.4K 0.08% 274
2019
Q3 		$256K Sell
2,504
-4,204
-63% -$424K 0.07% 280
2019
Q2 		$678K Buy
6,708
+4,753
+243% +$475K 0.19% 134
2019
Q1 		$195K Buy
+1,955
New +$188K 0.09% 267

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Realta Investment Advisors's SDY Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 28% in Q2 2026, buying an estimated $113K and bringing the position to 3,442 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #131.

Realta Investment Advisors first reported a position in SDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.45M in Q2 2024. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Realta Investment Advisors held 3,442 shares of State Street SPDR S&P Dividend ETF worth $524K as of Q2 2026.
  • Realta Investment Advisors bought 761 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $113K.
  • State Street SPDR S&P Dividend ETF made up 0.16% of Realta Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.45M in Q2 2024.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.