Sage Mountain Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sage Mountain 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	$1.37M	Hold	8,985	–	–	0.08%	84
2026 Q1	$1.31M	Hold	8,985	–	–	0.09%	83
2025 Q4	$1.25M	Sell	8,985 -845	-9%	-$118K	0.07%	142
2025 Q3	$1.38M	Hold	9,830	–	–	0.08%	129
2025 Q2	$1.33M	Sell	9,830 -219	-2%	-$29K	0.09%	109
2025 Q1	$1.36M	Buy	10,049 +196	+2%	+$26.4K	0.1%	93
2024 Q4	$1.3M	Hold	9,853	–	–	0.1%	94
2024 Q3	$1.4M	Hold	9,853	–	–	0.12%	88
2024 Q2	$1.25M	Sell	9,853 -138	-1%	-$17.8K	0.12%	82
2024 Q1	$1.31M	Buy	9,991 +138	+1%	+$17.3K	0.14%	73
2023 Q4	$1.23M	Hold	9,853	–	–	0.14%	70
2023 Q3	$1.13M	Sell	9,853 -4,047	-29%	-$494K	0.16%	67
2023 Q2	$1.7M	Hold	13,900	–	–	0.24%	52
2023 Q1	$1.72M	Hold	13,900	–	–	0.28%	46
2022 Q4	$1.74M	Hold	13,900	–	–	0.4%	27
2022 Q3	$1.55M	Hold	13,900	–	–	0.41%	27
2022 Q2	$1.65M	Hold	13,900	–	–	0.29%	48
2022 Q1	$1.78M	Hold	13,900	–	–	0.28%	49
2021 Q4	$1.79M	Hold	13,900	–	–	0.22%	61
2021 Q3	$1.63M	Buy	13,900 +2,350	+20%	+$288K	0.24%	67
2021 Q2	$1.41M	Hold	11,550	–	–	0.23%	71
2021 Q1	$1.36M	Buy	11,550 +11,050	+2,210%	+$1.24M	0.29%	54
2020 Q4	$53K	Buy	+500	New	+$50.6K	0.02%	228

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

Sage Mountain Advisors's SDY Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 8,985 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #84.

Sage Mountain Advisors first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sage Mountain Advisors held 8,985 shares of State Street SPDR S&P Dividend ETF worth $1.37M as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Sage Mountain Advisors's portfolio in Q2 2026, its #84 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.79M in Q4 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.