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Split Rock Private Trading & Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$216K Hold
1,418
– – 0.15% 46
2026
Q1 		$207K Buy
+1,418
New +$211K 0.16% 42

Other funds holding SDY

JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's SDY Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,418 shares worth $216K. The position accounts for 0.15% of the portfolio, ranked #46.

Split Rock Private Trading & Wealth Management first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 1,418 shares of State Street SPDR S&P Dividend ETF worth $216K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.15% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.