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

Selby Wealth Management’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	$247K	Sell	1,625 -202	-11%	-$30.1K	0.09%	79
2026 Q1	$267K	Hold	1,827	–	–	0.11%	77
2025 Q4	$254K	Buy	+1,827	New	+$254K	0.1%	78

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

Selby Wealth Management's SDY Position: Q2 2026 in Review

Selby Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q2 2026, selling an estimated $30.1K and leaving 1,625 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #79.

Selby Wealth Management first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 1,241 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Selby Wealth Management held 1,625 shares of State Street SPDR S&P Dividend ETF worth $247K as of Q2 2026.
Selby Wealth Management sold 202 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $30.1K.
State Street SPDR S&P Dividend ETF made up 0.09% of Selby Wealth Management's portfolio in Q2 2026, its #79 holding.
Selby Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Selby Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $267K in Q1 2026.
1,241 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.