Sowell Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sowell Financial Services’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	$414K	Sell	2,718 -44	-2%	-$6.55K	0.01%	732
2026 Q1	$403K	Sell	2,762 -519	-16%	-$77.3K	0.01%	719
2025 Q4	$457K	Sell	3,281 -187	-5%	-$26K	0.02%	677
2025 Q3	$486K	Sell	3,468 -372	-10%	-$51.9K	0.02%	641
2025 Q2	$521K	Sell	3,840 -571	-13%	-$75.7K	0.02%	599
2025 Q1	$598K	Buy	+4,411	New	+$593K	0.03%	540
2023 Q2	–	Sell	-3,153	Closed	-$390K	–	779
2023 Q1	$390K	Buy	+3,153	New	+$397K	0.03%	501
2021 Q2	–	Sell	-3,617	Closed	-$457K	–	2323
2021 Q1	$457K	Buy	3,617 +1,261	+54%	+$141K	0.02%	680
2020 Q4	$250K	Buy	2,356 +2	+0.1%	+$202	0.01%	760
2020 Q3	$218K	Sell	2,354 -242	-9%	-$22.8K	0.01%	703
2020 Q2	$237K	Buy	2,596 +1,468	+130%	+$129K	0.01%	663
2020 Q1	$90K	Sell	1,128 -1,341	-54%	-$132K	0.01%	879
2019 Q4	$266K	Sell	2,469 -1,361	-36%	-$143K	0.02%	624
2019 Q3	$393K	Buy	+3,830	New	+$386K	0.03%	469
2019 Q1	$208K	Buy	+2,094	New	+$201K	0.02%	514

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

Sowell Financial Services's SDY Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q2 2026, selling an estimated $6.55K and leaving 2,718 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #732.

Sowell Financial Services first reported a position in SDY in Q1 2019 and has held it in 15 quarters since. The position peaked at $598K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sowell Financial Services held 2,718 shares of State Street SPDR S&P Dividend ETF worth $414K as of Q2 2026.
Sowell Financial Services sold 44 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $6.55K.
State Street SPDR S&P Dividend ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #732 holding.
Sowell Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 15 quarters since.
Sowell Financial Services's State Street SPDR S&P Dividend ETF position peaked at $598K in Q1 2025.
1,241 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.