Sacks & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sacks & Associates’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	$640K	Hold	4,129	–	–	0.43%	47
2026 Q1	$603K	Sell	4,129 -460	-10%	-$68.5K	0.45%	47
2025 Q4	$639K	Buy	+4,589	New	+$639K	0.47%	47

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

Sacks & Associates's SDY Position: Q2 2026 in Review

Sacks & Associates held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,129 shares worth $640K. The position accounts for 0.43% of the portfolio, ranked #47.

Sacks & Associates first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sacks & Associates held 4,129 shares of State Street SPDR S&P Dividend ETF worth $640K as of Q2 2026.
Sacks & Associates left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.43% of Sacks & Associates's portfolio in Q2 2026, its #47 holding.
Sacks & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.