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

Serenity Investment 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	$907K	Sell	5,738 -122	-2%	-$18.2K	0.39%	33
2026 Q1	$879K	Sell	5,860 -1,399	-19%	-$208K	0.41%	32
2025 Q4	$1.04M	Buy	+7,259	New	+$1.01M	0.61%	30

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

Serenity Investment Advisors's SDY Position: Q2 2026 in Review

Serenity Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q2 2026, selling an estimated $18.2K and leaving 5,738 shares worth $907K. The position accounts for 0.39% of the portfolio, ranked #33.

Serenity Investment Advisors first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Serenity Investment Advisors held 5,738 shares of State Street SPDR S&P Dividend ETF worth $907K as of Q2 2026.
Serenity Investment Advisors sold 122 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $18.2K.
State Street SPDR S&P Dividend ETF made up 0.39% of Serenity Investment Advisors's portfolio in Q2 2026, its #33 holding.
Serenity Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Serenity Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.04M in Q4 2025.
1,241 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.