Register Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.7K	Hold	110	–	–	0.01%	360
2026 Q1	$16K	Hold	110	–	–	0.01%	324
2025 Q4	$15.2K	Buy	110 +1	+0.9%	+$139	0.01%	301
2025 Q3	$15.3K	Hold	109	–	–	0.01%	296
2025 Q2	$14.8K	Hold	109	–	–	0.01%	294
2025 Q1	$14.7K	Buy	109 +1	+0.9%	+$134	0.01%	267
2024 Q4	$14.3K	Hold	108	–	–	0.01%	260
2024 Q3	$15.4K	Hold	108	–	–	0.01%	256
2024 Q2	$13.7K	Hold	108	–	–	0.01%	489
2024 Q1	$14.1K	Buy	108 +41	+61%	+$5.14K	0.01%	493
2023 Q4	$8.34K	Buy	67 +1	+2%	+$117	0.01%	260
2023 Q3	$7.62K	Buy	66 +26	+65%	+$3.17K	0.01%	440
2023 Q2	$4.88K	Hold	40	–	–	﹤0.01%	456
2023 Q1	$4.89K	Buy	40 +1	+3%	+$126	﹤0.01%	455
2022 Q4	$4.91K	Buy	+39	New	+$4.82K	﹤0.01%	682

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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

Register Financial Advisors's SDY Position: Q2 2026 in Review

Register Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 110 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #360.

Register Financial Advisors first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Register Financial Advisors held 110 shares of State Street SPDR S&P Dividend ETF worth $16.7K as of Q2 2026.
Register Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #360 holding.
Register Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.