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

Retirement 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	$2.36M	Sell	15,253 -246	-2%	-$36.6K	0.17%	18
2026 Q1	$2.16M	Buy	15,499 +39	+0.3%	+$5.81K	0.17%	19
2025 Q4	$2.15M	Sell	15,460 -866	-5%	-$120K	0.17%	19
2025 Q3	$2.29M	Buy	16,326 +57	+0.4%	+$7.95K	0.19%	19
2025 Q2	$2.21M	Sell	16,269 -1	-0%	-$133	0.2%	18
2025 Q1	$2.21M	Sell	16,270 -162	-1%	-$21.8K	0.22%	17
2024 Q4	$2.17M	Sell	16,432 -612	-4%	-$85.5K	0.23%	17
2024 Q3	$2.42M	Sell	17,044 -235	-1%	-$31.8K	0.26%	16
2024 Q2	$2.2M	Buy	+17,279	New	+$2.23M	0.27%	16
2023 Q4	$2.75M	Sell	21,980 -20,858	-49%	-$2.45M	0.39%	17
2023 Q3	$4.93M	Sell	42,838 -11,307	-21%	-$1.38M	0.45%	16
2023 Q2	$6.64M	Sell	54,145 -13,412	-20%	-$1.64M	0.8%	15
2023 Q1	$8.36M	Buy	67,557 +6,284	+10%	+$791K	1.5%	11
2022 Q4	$7.67M	Buy	+61,273	New	+$7.57M	4.96%	7

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

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

Retirement Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q2 2026, selling an estimated $36.6K and leaving 15,253 shares worth $2.36M. The position accounts for 0.17% of the portfolio, ranked #18.

Retirement Investment Advisors first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.36M in Q1 2023. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Retirement Investment Advisors held 15,253 shares of State Street SPDR S&P Dividend ETF worth $2.36M as of Q2 2026.
Retirement Investment Advisors sold 246 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $36.6K.
State Street SPDR S&P Dividend ETF made up 0.17% of Retirement Investment Advisors's portfolio in Q2 2026, its #18 holding.
Retirement Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Retirement Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $8.36M in Q1 2023.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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