Stablepoint Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stablepoint Partners’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	$3.14M	Sell	20,633 -52	-0.3%	-$7.75K	0.43%	78
2026 Q1	$3.02M	Sell	20,685 -12,321	-37%	-$1.84M	0.45%	74
2025 Q4	$4.59M	Buy	33,006 +16,757	+103%	+$2.33M	0.72%	51
2025 Q3	$2.28M	Buy	16,249 +80	+0.5%	+$11.2K	0.36%	88
2025 Q2	$2.19M	Buy	16,169 +133	+0.8%	+$17.6K	0.37%	84
2025 Q1	$2.18M	Sell	16,036 -1,662	-9%	-$224K	0.39%	78
2024 Q4	$2.34M	Buy	17,698 +1,588	+10%	+$222K	0.43%	77
2024 Q3	$2.29M	Sell	16,110 -703	-4%	-$95.1K	0.42%	77
2024 Q2	$2.25M	Sell	16,813 -701	-4%	-$90.3K	0.44%	70
2024 Q1	$2.3M	Buy	17,514 +3,129	+22%	+$393K	0.47%	68
2023 Q4	$1.8M	Buy	+14,385	New	+$1.69M	0.46%	65

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

Stablepoint Partners's SDY Position: Q2 2026 in Review

Stablepoint Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.25% in Q2 2026, selling an estimated $7.75K and leaving 20,633 shares worth $3.14M. The position accounts for 0.43% of the portfolio, ranked #78.

Stablepoint Partners first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.59M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Stablepoint Partners held 20,633 shares of State Street SPDR S&P Dividend ETF worth $3.14M as of Q2 2026.
Stablepoint Partners sold 52 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.75K.
State Street SPDR S&P Dividend ETF made up 0.43% of Stablepoint Partners's portfolio in Q2 2026, its #78 holding.
Stablepoint Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Stablepoint Partners's State Street SPDR S&P Dividend ETF position peaked at $4.59M in Q4 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.