SageGuard Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SageGuard Financial Group’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	$204K	Buy	+1,343	New	+$200K	0.03%	206

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SageGuard Financial Group's SDY Position: Q2 2026 in Review

SageGuard Financial Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,343 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings.

863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SageGuard Financial Group held 1,343 shares of State Street SPDR S&P Dividend ETF worth $204K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new SageGuard Financial Group position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #206 holding.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.