Sound Income Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sound Income Strategies’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	$474K	Buy	3,113 +680	+28%	+$101K	0.02%	298
2026 Q1	$355K	Sell	2,433 -599	-20%	-$89.3K	0.02%	299
2025 Q4	$444K	Buy	3,032 +150	+5%	+$20.9K	0.02%	270
2025 Q3	$401K	Sell	2,882 -455	-14%	-$63.5K	0.02%	214
2025 Q2	$453K	Buy	3,337 +3,296	+8,039%	+$437K	0.03%	196
2025 Q1	$5.56K	Buy	+41	New	+$5.51K	﹤0.01%	1042
2024 Q4	–	Sell	-117	Closed	-$16.6K	–	1534
2024 Q3	$16.6K	Buy	+117	New	+$15.8K	﹤0.01%	682
2023 Q2	–	Sell	-70	Closed	-$8.66K	–	1159
2023 Q1	$8.66K	Hold	70	–	–	﹤0.01%	592
2022 Q4	$8.76K	Hold	70	–	–	﹤0.01%	552
2022 Q3	$8K	Hold	70	–	–	﹤0.01%	515
2022 Q2	$8K	Buy	+70	New	+$8.73K	﹤0.01%	512
2019 Q3	–	Sell	-12	Closed	-$1K	–	754
2019 Q2	$1K	Buy	+12	New	+$1.2K	﹤0.01%	623
2018 Q3	–	Sell	-1	Closed	–	–	835
2018 Q2	$0	Sell	1 -53	-98%	-$4.88K	﹤0.01%	758
2018 Q1	$5K	Hold	54	–	–	﹤0.01%	393
2017 Q4	$5K	Buy	+54	New	+$5.06K	﹤0.01%	327

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

Sound Income Strategies's SDY Position: Q2 2026 in Review

Sound Income Strategies increased its State Street SPDR S&P Dividend ETF (SDY) stake by 28% in Q2 2026, buying an estimated $101K and bringing the position to 3,113 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #298.

Sound Income Strategies first reported a position in SDY in Q4 2017 and has held it in 15 quarters since. 981 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sound Income Strategies held 3,113 shares of State Street SPDR S&P Dividend ETF worth $474K as of Q2 2026.
Sound Income Strategies bought 680 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P Dividend ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #298 holding.
Sound Income Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 15 quarters since.
981 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.