Revisor Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Revisor Wealth Management’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	$417K	Hold	2,740	–	–	0.1%	220
2026 Q1	$400K	Hold	2,740	–	–	0.11%	205
2025 Q4	$403K	Hold	2,740	–	–	0.11%	192
2025 Q3	$381K	Sell	2,740 -56	-2%	-$7.81K	0.13%	172
2025 Q2	$390K	Buy	2,796 +16	+0.6%	+$2.12K	0.14%	172
2025 Q1	$377K	Buy	+2,780	New	+$374K	0.17%	150
2024 Q4	–	Sell	-2,266	Closed	-$322K	–	168
2024 Q3	$322K	Hold	2,266	–	–	0.2%	115
2024 Q2	$288K	Sell	2,266 -2,266	-50%	-$292K	0.2%	119
2024 Q1	$581K	Buy	+4,532	New	+$569K	0.26%	100
2023 Q4	–	Sell	-2,266	Closed	-$261K	–	165
2023 Q3	$261K	Sell	2,266 -1,786	-44%	-$218K	0.22%	126
2023 Q2	$497K	Sell	4,052 -1,786	-31%	-$218K	0.45%	52
2023 Q1	$722K	Buy	+5,838	New	+$735K	0.66%	36

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

Revisor Wealth Management's SDY Position: Q2 2026 in Review

Revisor Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,740 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #220.

Revisor Wealth Management first reported a position in SDY in Q1 2023 and has held it in 12 quarters since. The position peaked at $722K in Q1 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Revisor Wealth Management held 2,740 shares of State Street SPDR S&P Dividend ETF worth $417K as of Q2 2026.
Revisor Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #220 holding.
Revisor Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 12 quarters since.
Revisor Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $722K in Q1 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.