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

Seneca House 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	$254K	Buy	1,668 +11	+0.7%	+$1.64K	0.09%	90
2026 Q1	$242K	Buy	1,657 +10	+0.6%	+$1.49K	0.1%	88
2025 Q4	$229K	Buy	1,647 +12	+0.7%	+$1.67K	0.09%	94
2025 Q3	$229K	Buy	1,635 +10	+0.6%	+$1.4K	0.09%	86
2025 Q2	$221K	Buy	1,625 +11	+0.7%	+$1.46K	0.09%	81
2025 Q1	$219K	Buy	1,614 +10	+0.6%	+$1.34K	0.09%	82
2024 Q4	$212K	Buy	1,604 +37	+2%	+$5.17K	0.08%	87
2024 Q3	$223K	Buy	+1,567	New	+$212K	0.09%	83
2024 Q2	–	Sell	-1,548	Closed	-$203K	–	82
2024 Q1	$203K	Buy	+1,548	New	+$194K	0.09%	81

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

Seneca House Advisors's SDY Position: Q2 2026 in Review

Seneca House Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.66% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,668 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #90.

Seneca House Advisors first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Seneca House Advisors held 1,668 shares of State Street SPDR S&P Dividend ETF worth $254K as of Q2 2026.
Seneca House Advisors bought 11 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.64K.
State Street SPDR S&P Dividend ETF made up 0.09% of Seneca House Advisors's portfolio in Q2 2026, its #90 holding.
Seneca House Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.