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

Scarborough 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	–	Sell	-59	Closed	-$8.67K	–	587
2026 Q1	$8.67K	Hold	59	–	–	﹤0.01%	461
2025 Q4	$8.22K	Hold	59	–	–	﹤0.01%	278
2025 Q3	$8.21K	Buy	59 +1	+2%	+$139	﹤0.01%	270
2025 Q2	$7.91K	Buy	+58	New	+$7.69K	﹤0.01%	255
2024 Q3	–	Sell	-57	Closed	-$7.22K	–	381
2024 Q2	$7.22K	Sell	57 -180	-76%	-$23.2K	﹤0.01%	228
2024 Q1	$31.2K	Hold	237	–	–	0.01%	130
2023 Q4	$29.6K	Buy	+237	New	+$27.8K	0.01%	230

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

Scarborough Advisors's SDY Position: Q2 2026 in Review

Scarborough Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 59 shares — an estimated $8.67K sold.

Scarborough Advisors first reported a position in SDY in Q4 2023 and held it in 7 quarters. The position peaked at $31.2K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Scarborough Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 59 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.67K.
Scarborough Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's State Street SPDR S&P Dividend ETF position peaked at $31.2K in Q1 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.