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

Sanctuary 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	$17.9M	Buy	117,924 +23,127	+24%	+$3.45M	0.08%	243
2026 Q1	$13.8M	Buy	94,797 +3,206	+4%	+$478K	0.07%	284
2025 Q4	$12.7M	Sell	91,591 -52	-0.1%	-$7.24K	0.07%	282
2025 Q3	$12.8M	Sell	91,643 -176	-0.2%	-$24.6K	0.07%	278
2025 Q2	$12.5M	Sell	91,819 -4,887	-5%	-$648K	0.08%	269
2025 Q1	$13.1M	Buy	96,706 +347	+0.4%	+$46.7K	0.09%	227
2024 Q4	$13M	Sell	96,359 -2,702	-3%	-$377K	0.08%	253
2024 Q3	$14.1M	Buy	99,061 +20,276	+26%	+$2.74M	0.09%	249
2024 Q2	$10M	Buy	+78,785	New	+$10.1M	0.07%	285

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

Sanctuary Advisors's SDY Position: Q2 2026 in Review

Sanctuary Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 24% in Q2 2026, buying an estimated $3.45M and bringing the position to 117,924 shares worth $17.9M. The position accounts for 0.08% of the portfolio, ranked #243.

Sanctuary Advisors first reported a position in SDY in Q2 2024 and has held it in 9 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sanctuary Advisors held 117,924 shares of State Street SPDR S&P Dividend ETF worth $17.9M as of Q2 2026.
Sanctuary Advisors bought 23,127 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.45M.
State Street SPDR S&P Dividend ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #243 holding.
Sanctuary Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 9 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.