Strategic Blueprint’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Blueprint’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	$691K	Buy	4,543 +12	+0.3%	+$1.79K	0.03%	375
2026 Q1	$661K	Sell	4,531 -230	-5%	-$34.3K	0.04%	355
2025 Q4	$663K	Sell	4,761 -5,767	-55%	-$802K	0.04%	351
2025 Q3	$1.47M	Buy	10,528 +33	+0.3%	+$4.6K	0.06%	259
2025 Q2	$1.42M	Sell	10,495 -3,276	-24%	-$434K	0.07%	244
2025 Q1	$1.87M	Buy	13,771 +284	+2%	+$38.2K	0.1%	186
2024 Q4	$1.78M	Buy	13,487 +6,363	+89%	+$889K	0.11%	173
2024 Q3	$1.01M	Sell	7,124 -715	-9%	-$96.7K	0.06%	253
2024 Q2	$997K	Sell	7,839 -704	-8%	-$90.7K	0.07%	241
2024 Q1	$1.12M	Sell	8,543 -3,090	-27%	-$388K	0.08%	229
2023 Q4	$1.45M	Sell	11,633 -1,178	-9%	-$138K	0.12%	165
2023 Q3	$1.47M	Buy	12,811 +3,270	+34%	+$399K	0.14%	155
2023 Q2	$1.17M	Sell	9,541 -1,310	-12%	-$160K	0.11%	172
2023 Q1	$1.34M	Buy	10,851 +3,028	+39%	+$381K	0.14%	157
2022 Q4	$979K	Buy	7,823 +1,888	+32%	+$233K	0.11%	184
2022 Q3	$662K	Buy	5,935 +4,068	+218%	+$501K	0.08%	238
2022 Q2	$222K	Buy	1,867 +131	+8%	+$16.3K	0.03%	446
2022 Q1	$222K	Buy	+1,736	New	+$219K	0.03%	453
2021 Q3	–	Sell	-3,273	Closed	-$400K	–	1146
2021 Q2	$400K	Buy	+3,273	New	+$405K	0.06%	260
2019 Q4	–	Sell	-94	Closed	-$10K	–	360
2019 Q3	$10K	Buy	+94	New	+$9.48K	0.01%	299

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

Strategic Blueprint's SDY Position: Q2 2026 in Review

Strategic Blueprint increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.26% in Q2 2026, buying an estimated $1.79K and bringing the position to 4,543 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #375.

Strategic Blueprint first reported a position in SDY in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.87M in Q1 2025. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Strategic Blueprint held 4,543 shares of State Street SPDR S&P Dividend ETF worth $691K as of Q2 2026.
Strategic Blueprint bought 12 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.79K.
State Street SPDR S&P Dividend ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #375 holding.
Strategic Blueprint first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 20 quarters since.
Strategic Blueprint's State Street SPDR S&P Dividend ETF position peaked at $1.87M in Q1 2025.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.