Simon Quick Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Simon Quick 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	$4.23M	Buy	27,803 +5,251	+23%	+$782K	0.17%	97
2026 Q1	$3.29M	Sell	22,552 -634	-3%	-$94.5K	0.15%	107
2025 Q4	$3.23M	Sell	23,186 -961	-4%	-$134K	0.14%	102
2025 Q3	$3.38M	Sell	24,147 -4,890	-17%	-$682K	0.15%	99
2025 Q2	$3.94M	Buy	29,037 +615	+2%	+$81.6K	0.2%	78
2025 Q1	$3.86M	Sell	28,422 -315	-1%	-$42.4K	0.22%	54
2024 Q4	$3.8M	Sell	28,737 -935	-3%	-$131K	0.23%	45
2024 Q3	$4.21M	Sell	29,672 -7,346	-20%	-$993K	0.27%	44
2024 Q2	$4.71M	Buy	37,018 +1,257	+4%	+$162K	0.33%	37
2024 Q1	$4.69M	Sell	35,761 -3,566	-9%	-$447K	0.35%	37
2023 Q4	$4.91M	Buy	39,327 +2,175	+6%	+$255K	0.43%	35
2023 Q3	$4.27M	Buy	37,152 +1,277	+4%	+$156K	0.4%	39
2023 Q2	$4.4M	Sell	35,875 -248	-0.7%	-$30.3K	0.41%	41
2023 Q1	$4.47M	Sell	36,123 -11,350	-24%	-$1.43M	0.48%	37
2022 Q4	$5.94M	Buy	47,473 +25,673	+118%	+$3.17M	0.7%	30
2022 Q3	$2.43M	Buy	21,800 +83	+0.4%	+$10.2K	0.34%	48
2022 Q2	$2.74M	Sell	21,717 -2,997	-12%	-$374K	0.36%	47
2022 Q1	$3.17M	Buy	24,714 +1,755	+8%	+$222K	0.9%	17
2021 Q4	$2.96M	Sell	22,959 -1,065	-4%	-$133K	0.79%	21
2021 Q3	$2.82M	Sell	24,024 -1,253	-5%	-$153K	0.73%	20
2021 Q2	$3.09M	Sell	25,277 -2,530	-9%	-$313K	0.82%	19
2021 Q1	$3.28M	Buy	27,807 +71	+0.3%	+$7.96K	0.97%	18
2020 Q4	$2.94M	Sell	27,736 -2,974	-10%	-$301K	0.89%	19
2020 Q3	$2.84M	Sell	30,710 -2,351	-7%	-$222K	0.81%	19
2020 Q2	$3.02M	Sell	33,061 -339,668	-91%	-$29.9M	1.14%	16
2020 Q1	$29.8M	Buy	372,729 +147,862	+66%	+$14.6M	11.04%	2
2019 Q4	$24.2M	Buy	224,867 +60,825	+37%	+$6.38M	8.76%	1
2019 Q3	$16.8M	Buy	164,042 +163,337	+23,168%	+$16.5M	7.44%	3
2019 Q2	$71.2K	Sell	705 -784	-53%	-$78.4K	0.04%	105
2019 Q1	$148K	Buy	1,489 +387	+35%	+$37.2K	0.06%	88
2018 Q4	$99K	Buy	1,102 +8	+0.7%	+$754	0.04%	113
2018 Q3	$107K	Buy	1,094 +309	+39%	+$29.9K	0.04%	110
2018 Q2	$72K	Sell	785 -575	-42%	-$52.9K	0.03%	148
2018 Q1	$124K	Sell	1,360 -63,862	-98%	-$5.97M	0.05%	119
2017 Q4	$6.28M	Sell	65,222 -1,138	-2%	-$107K	2.8%	11
2017 Q3	$6.06M	Buy	66,360 +360	+0.5%	+$32.3K	2.2%	13
2017 Q2	$5.87M	Buy	66,000 +200	+0.3%	+$17.7K	3.31%	12
2017 Q1	$5.8M	Buy	65,800 +3,356	+5%	+$293K	3.44%	10
2016 Q4	$5.34M	Buy	+62,444	New	+$5.25M	3.99%	5

Other funds holding SDY

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Simon Quick Advisors's SDY Position: Q2 2026 in Review

Simon Quick Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 23% in Q2 2026, buying an estimated $782K and bringing the position to 27,803 shares worth $4.23M. The position accounts for 0.17% of the portfolio, ranked #97.

Simon Quick Advisors first reported a position in SDY in Q4 2016 and has held it in 39 quarters since. The position peaked at $29.8M in Q1 2020. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Simon Quick Advisors held 27,803 shares of State Street SPDR S&P Dividend ETF worth $4.23M as of Q2 2026.
Simon Quick Advisors bought 5,251 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $782K.
State Street SPDR S&P Dividend ETF made up 0.17% of Simon Quick Advisors's portfolio in Q2 2026, its #97 holding.
Simon Quick Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 39 quarters since.
Simon Quick Advisors's State Street SPDR S&P Dividend ETF position peaked at $29.8M in Q1 2020.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.