Sard Wealth Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sard Wealth Management 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	$15.2M	Buy	99,881 +3,742	+4%	+$557K	7.27%	5
2026 Q1	$14M	Buy	96,139 +255	+0.3%	+$38K	7.63%	6
2025 Q4	$13.3M	Buy	95,884 +2,112	+2%	+$294K	7.32%	5
2025 Q3	$13.1M	Buy	93,772 +497	+0.5%	+$69.3K	7.49%	5
2025 Q2	$12.7M	Buy	93,275 +2,092	+2%	+$277K	7.8%	5
2025 Q1	$12.4M	Buy	91,183 +2,198	+2%	+$296K	8.29%	5
2024 Q4	$11.8M	Sell	88,985 -1,004	-1%	-$140K	7.89%	5
2024 Q3	$12.8M	Sell	89,989 -480	-0.5%	-$64.9K	8.45%	5
2024 Q2	$11.5M	Sell	90,469 -8,201	-8%	-$1.06M	8.08%	5
2024 Q1	$12.9M	Buy	98,670 +523	+0.5%	+$65.6K	11.7%	2
2023 Q4	$12.3M	Buy	+98,147	New	+$11.5M	12.38%	2

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

Sard Wealth Management Group's SDY Position: Q2 2026 in Review

Sard Wealth Management Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q2 2026, buying an estimated $557K and bringing the position to 99,881 shares worth $15.2M. The position accounts for 7.27% of the portfolio, ranked #5.

Sard Wealth Management Group first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sard Wealth Management Group held 99,881 shares of State Street SPDR S&P Dividend ETF worth $15.2M as of Q2 2026.
Sard Wealth Management Group bought 3,742 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $557K.
State Street SPDR S&P Dividend ETF made up 7.27% of Sard Wealth Management Group's portfolio in Q2 2026, its #5 holding.
Sard Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.