SC&H Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SC&H Financial 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	$898K	Buy	5,901 +1	+0%	+$149	0.12%	77
2026 Q1	$861K	Buy	5,900 +2	+0%	+$298	0.13%	73
2025 Q4	$821K	Sell	5,898 -61	-1%	-$8.49K	0.13%	75
2025 Q3	$834K	Sell	5,959 -433	-7%	-$60.4K	0.14%	74
2025 Q2	$868K	Sell	6,392 -700	-10%	-$92.8K	0.15%	74
2025 Q1	$962K	Buy	7,092 +1	+0%	+$134	0.19%	63
2024 Q4	$937K	Sell	7,091 -1,299	-15%	-$181K	0.19%	62
2024 Q3	$1.19M	Hold	8,390	–	–	0.26%	55
2024 Q2	$1.07M	Sell	8,390 -39	-0.5%	-$5.02K	0.26%	53
2024 Q1	$1.11M	Hold	8,429	–	–	0.29%	51
2023 Q4	$1.05M	Sell	8,429 -551	-6%	-$64.7K	0.3%	52
2023 Q3	$1.03M	Buy	8,980 +4	+0%	+$488	0.34%	53
2023 Q2	$1.1M	Buy	8,976 +23	+0.3%	+$2.81K	0.36%	53
2023 Q1	$1.11M	Buy	8,953 +20	+0.2%	+$2.52K	0.4%	50
2022 Q4	$1.12M	Buy	8,933 +31	+0.3%	+$3.83K	0.46%	49
2022 Q3	$993K	Buy	8,902 +28	+0.3%	+$3.45K	0.5%	46
2022 Q2	$1.05M	Buy	8,874 +1	+0%	+$125	0.49%	45
2022 Q1	$1.14M	Sell	8,873 -2,218	-20%	-$280K	0.54%	39
2021 Q4	$1.43M	Buy	+11,091	New	+$1.38M	0.79%	27

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

SC&H Financial Advisors's SDY Position: Q2 2026 in Review

SC&H Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q2 2026, buying an estimated $149 and bringing the position to 5,901 shares worth $898K. The position accounts for 0.12% of the portfolio, ranked #77.

SC&H Financial Advisors first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SC&H Financial Advisors held 5,901 shares of State Street SPDR S&P Dividend ETF worth $898K as of Q2 2026.
SC&H Financial Advisors bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.12% of SC&H Financial Advisors's portfolio in Q2 2026, its #77 holding.
SC&H Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.43M in Q4 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.