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

Signature Estate & 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	$330K	Buy	2,171 +5	+0.2%	+$745	0.01%	527
2026 Q1	$316K	Buy	2,166 +4	+0.2%	+$596	0.01%	526
2025 Q4	$301K	Buy	+2,162	New	+$301K	0.01%	499
2024 Q4	–	Sell	-1,455	Closed	-$207K	–	561
2024 Q3	$207K	Buy	+1,455	New	+$197K	﹤0.01%	499
2020 Q1	–	Sell	-16,157	Closed	-$1.74M	–	156
2019 Q4	$1.74M	Sell	16,157 -764	-5%	-$80.2K	0.11%	73
2019 Q3	$1.74M	Buy	16,921 +1,340	+9%	+$135K	0.12%	71
2019 Q2	$1.57M	Sell	15,581 -1,264	-8%	-$126K	0.1%	77
2019 Q1	$1.68M	Buy	16,845 +873	+5%	+$83.9K	0.11%	76
2018 Q4	$1.43M	Buy	+15,972	New	+$1.51M	0.13%	74
2018 Q2	–	Sell	-2,152	Closed	-$196K	–	165
2018 Q1	$196K	Buy	+2,152	New	+$201K	0.02%	128

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Signature Estate & Investment Advisors's SDY Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.23% in Q2 2026, buying an estimated $745 and bringing the position to 2,171 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #527.

Signature Estate & Investment Advisors first reported a position in SDY in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.74M in Q4 2019. 852 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Signature Estate & Investment Advisors held 2,171 shares of State Street SPDR S&P Dividend ETF worth $330K as of Q2 2026.
Signature Estate & Investment Advisors bought 5 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $745.
State Street SPDR S&P Dividend ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #527 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 10 quarters since.
Signature Estate & Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.74M in Q4 2019.
852 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.