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

Sequoia 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	$3.3M	Sell	21,665 -63	-0.3%	-$9.39K	0.02%	452
2026 Q1	$3.17M	Sell	21,728 -476	-2%	-$70.9K	0.02%	441
2025 Q4	$3.09M	Buy	22,204 +1,530	+7%	+$213K	0.02%	444
2025 Q3	$2.9M	Sell	20,674 -551	-3%	-$76.9K	0.02%	427
2025 Q2	$2.88M	Sell	21,225 -1,573	-7%	-$209K	0.02%	391
2025 Q1	$3.09M	Buy	22,798 +7,702	+51%	+$1.04M	0.02%	351
2024 Q4	$1.99M	Buy	15,096 +1,419	+10%	+$198K	0.02%	407
2024 Q3	$1.94M	Buy	13,677 +161	+1%	+$21.8K	0.02%	382
2024 Q2	$1.72M	Buy	13,516 +150	+1%	+$19.3K	0.02%	364
2024 Q1	$1.75M	Buy	13,366 +15	+0.1%	+$1.88K	0.02%	355
2023 Q4	$1.67M	Buy	13,351 +3,808	+40%	+$447K	0.02%	398
2023 Q3	$1.1M	Sell	9,543 -195	-2%	-$23.8K	0.02%	314
2023 Q2	$1.19M	Buy	9,738 +1,630	+20%	+$199K	0.02%	314
2023 Q1	$1M	Buy	8,108 +620	+8%	+$78K	0.02%	314
2022 Q4	$937K	Buy	7,488 +5,521	+281%	+$682K	0.02%	300
2022 Q3	$219K	Hold	1,967	–	–	0.01%	468
2022 Q2	$234K	Sell	1,967 -2,516	-56%	-$314K	0.01%	509
2022 Q1	$574K	Sell	4,483 -89	-2%	-$11.2K	0.01%	325
2021 Q4	$590K	Buy	+4,572	New	+$569K	0.02%	301
2021 Q3	–	Sell	-4,305	Closed	-$526K	–	413
2021 Q2	$526K	Buy	4,305 +1,158	+37%	+$143K	0.02%	272
2021 Q1	$371K	Buy	3,147 +2	+0.1%	+$224	0.02%	303
2020 Q4	$333K	Buy	3,145 +252	+9%	+$25.5K	0.02%	303
2020 Q3	$267K	Sell	2,893 -104	-3%	-$9.81K	0.01%	317
2020 Q2	$273K	Sell	2,997 -122	-4%	-$10.7K	0.02%	302
2020 Q1	$249K	Sell	3,119 -922	-23%	-$90.9K	0.02%	295
2019 Q4	$435K	Buy	4,041 +202	+5%	+$21.2K	0.03%	238
2019 Q3	$394K	Buy	3,839 +2	+0.1%	+$202	0.03%	227
2019 Q2	$387K	Sell	3,837 -5,523	-59%	-$552K	0.03%	238
2019 Q1	$930K	Buy	9,360 +1,472	+19%	+$141K	0.08%	124
2018 Q4	$706K	Sell	7,888 -128	-2%	-$12.1K	0.08%	121
2018 Q3	$785K	Buy	8,016 +132	+2%	+$12.8K	0.08%	125
2018 Q2	$731K	Hold	7,884	–	–	0.08%	124
2018 Q1	$719K	Buy	7,884 +96	+1%	+$8.97K	0.08%	128
2017 Q4	$736K	Sell	7,788 -3,103	-28%	-$291K	0.08%	133
2017 Q3	$995K	Buy	10,891 +314	+3%	+$28.1K	0.12%	107
2017 Q2	$940K	Hold	10,577	–	–	0.12%	111
2017 Q1	$932K	Sell	10,577 -190	-2%	-$16.6K	0.12%	106
2016 Q4	$921K	Buy	10,767 +1,348	+14%	+$113K	0.13%	106
2016 Q3	$795K	Sell	9,419 -1,459	-13%	-$124K	0.15%	95
2016 Q2	$913K	Buy	10,878 +300	+3%	+$24.4K	0.26%	78
2016 Q1	$845K	Buy	10,578 +1	+0%	+$74	0.27%	70
2015 Q4	$778K	Buy	10,577 +4	+0%	+$305	0.31%	64
2015 Q3	$763K	Sell	10,573 -98	-0.9%	-$7.38K	0.33%	64
2015 Q2	$813K	Buy	10,671 +1,501	+16%	+$118K	0.34%	70
2015 Q1	$717K	Buy	9,170 +1	+0%	+$78	0.33%	72
2014 Q4	$723K	Buy	9,169 +6	+0.1%	+$469	0.49%	48
2014 Q3	$687K	Buy	9,163 +3	+0%	+$228	0.48%	54
2014 Q2	$702K	Buy	9,160 +1,104	+14%	+$82.7K	0.53%	46
2014 Q1	$593K	Buy	+8,056	New	+$579K	0.49%	57

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

Sequoia Financial Advisors's SDY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.29% in Q2 2026, selling an estimated $9.39K and leaving 21,665 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #452.

Sequoia Financial Advisors first reported a position in SDY in Q1 2014 and has held it in 49 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sequoia Financial Advisors held 21,665 shares of State Street SPDR S&P Dividend ETF worth $3.3M as of Q2 2026.
Sequoia Financial Advisors sold 63 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $9.39K.
State Street SPDR S&P Dividend ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #452 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 49 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.