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

Savvy Advisors Inc’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 		$2.93M Sell
19,233
-933
-5% -$139K 0.06% 247
2026
Q1 		$2.94M Buy
20,166
+1,165
+6% +$174K 0.08% 191
2025
Q4 		$2.64M Buy
+19,001
New +$2.64M 0.09% 183

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savvy Advisors Inc's SDY Position: Q2 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.6% in Q2 2026, selling an estimated $139K and leaving 19,233 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #247.

Savvy Advisors Inc first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.94M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Savvy Advisors Inc held 19,233 shares of State Street SPDR S&P Dividend ETF worth $2.93M as of Q2 2026.
  • Savvy Advisors Inc sold 933 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $139K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #247 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's State Street SPDR S&P Dividend ETF position peaked at $2.94M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.