Resources Management Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Resources Management Corp’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	–	Sell	-900	Closed	-$131K	–	342
2026 Q1	$131K	Hold	900	–	–	0.02%	210
2025 Q4	$125K	Buy	+900	New	+$125K	0.02%	214
2024 Q4	–	Sell	-600	Closed	-$85K	–	453
2024 Q3	$85K	Hold	600	–	–	0.01%	272
2024 Q2	$76K	Hold	600	–	–	0.01%	266
2024 Q1	$79K	Buy	+600	New	+$75.3K	0.01%	266
2021 Q1	–	Sell	-96	Closed	-$10K	–	504
2020 Q4	$10K	Buy	+96	New	+$9.71K	﹤0.01%	403

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

Resources Management Corp's SDY Position: Q2 2026 in Review

Resources Management Corp sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 900 shares — an estimated $131K sold.

Resources Management Corp first reported a position in SDY in Q4 2020 and held it in 6 quarters. The position peaked at $131K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Resources Management Corp reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 900 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $131K.
Resources Management Corp first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 6 quarters.
Resources Management Corp's State Street SPDR S&P Dividend ETF position peaked at $131K in Q1 2026.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.