SNS Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SNS Financial Group’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	$258K	Buy	+1,698	New	+$253K	0.01%	490
2023 Q1	–	Sell	-3,122	Closed	-$391K	–	200
2022 Q4	$391K	Hold	3,122	–	–	0.05%	131
2022 Q3	$348K	Hold	3,122	–	–	0.05%	133
2022 Q2	$370K	Buy	3,122 +43	+1%	+$5.36K	0.05%	130
2022 Q1	$394K	Hold	3,079	–	–	0.04%	144
2021 Q4	$398K	Hold	3,079	–	–	0.04%	153
2021 Q3	$362K	Hold	3,079	–	–	0.04%	151
2021 Q2	$376K	Hold	3,079	–	–	0.05%	145
2021 Q1	$363K	Hold	3,079	–	–	0.05%	142
2020 Q4	$326K	Sell	3,079 -200	-6%	-$20.2K	0.05%	143
2020 Q3	$303K	Hold	3,279	–	–	0.05%	152
2020 Q2	$299K	Sell	3,279 -694	-17%	-$61K	0.05%	142
2020 Q1	$317K	Hold	3,973	–	–	0.06%	141
2019 Q4	$427K	Buy	3,973 +79	+2%	+$8.29K	0.08%	138
2019 Q3	$400K	Hold	3,894	–	–	0.08%	128
2019 Q2	$393K	Sell	3,894 -313	-7%	-$31.3K	0.07%	135
2019 Q1	$418K	Hold	4,207	–	–	0.09%	124
2018 Q4	$377K	Sell	4,207 -200	-5%	-$18.9K	0.09%	125
2018 Q3	$432K	Hold	4,407	–	–	0.1%	110
2018 Q2	$409K	Buy	4,407 +30	+0.7%	+$2.76K	0.11%	107
2018 Q1	$399K	Hold	4,377	–	–	0.11%	106
2017 Q4	$414K	Hold	4,377	–	–	0.1%	117
2017 Q3	$400K	Hold	4,377	–	–	0.1%	114
2017 Q2	$389K	Sell	4,377 -350	-7%	-$31K	0.1%	114
2017 Q1	$417K	Buy	4,727 +894	+23%	+$78.1K	0.11%	117
2016 Q4	$328K	Buy	+3,833	New	+$322K	0.1%	128

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

SNS Financial Group's SDY Position: Q2 2026 in Review

SNS Financial Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,698 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in SDY as recently as Q4 2022.

SNS Financial Group first reported a position in SDY in Q4 2016 and has held it in 26 quarters since. The position peaked at $432K in Q3 2018. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SNS Financial Group held 1,698 shares of State Street SPDR S&P Dividend ETF worth $258K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new SNS Financial Group position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #490 holding.
SNS Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 26 quarters since.
SNS Financial Group's State Street SPDR S&P Dividend ETF position peaked at $432K in Q3 2018.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.