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

Signal Advisors Wealth’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	$607K	Sell	3,988 -1,213	-23%	-$181K	0.03%	375
2026 Q1	$759K	Sell	5,201 -1,243	-19%	-$185K	0.05%	289
2025 Q4	$897K	Buy	6,444 +2,593	+67%	+$361K	0.07%	213
2025 Q3	$539K	Buy	+3,851	New	+$537K	0.05%	260

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

Signal Advisors Wealth's SDY Position: Q2 2026 in Review

Signal Advisors Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 23% in Q2 2026, selling an estimated $181K and leaving 3,988 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #375.

Signal Advisors Wealth first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $897K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Signal Advisors Wealth held 3,988 shares of State Street SPDR S&P Dividend ETF worth $607K as of Q2 2026.
Signal Advisors Wealth sold 1,213 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $181K.
State Street SPDR S&P Dividend ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #375 holding.
Signal Advisors Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Signal Advisors Wealth's State Street SPDR S&P Dividend ETF position peaked at $897K in Q4 2025.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.