Spectrum Wealth Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Spectrum Wealth Advisory 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	$12.3K	Buy	+81	New	+$12.1K	﹤0.01%	233

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

Spectrum Wealth Advisory Group's SDY Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 81 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Spectrum Wealth Advisory Group held 81 shares of State Street SPDR S&P Dividend ETF worth $12.3K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #233 holding.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.