Root Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Root Financial Partners’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	-1,137	Closed	-$166K	–	2671
2026 Q1	$166K	Buy	1,137 +14	+1%	+$2.09K	0.01%	381
2025 Q4	$156K	Hold	1,123	–	–	0.01%	340
2025 Q3	$157K	Buy	+1,123	New	+$157K	0.01%	325
2025 Q1	–	Sell	-2,061	Closed	-$272K	–	226
2024 Q4	$272K	Buy	+2,061	New	+$288K	0.03%	164

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

Root Financial Partners's SDY Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,137 shares — an estimated $166K sold.

Root Financial Partners first reported a position in SDY in Q4 2024 and held it in 4 quarters. The position peaked at $272K in Q4 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,137 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $166K.
Root Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 4 quarters.
Root Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $272K in Q4 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.