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

Strategic Investment Solutions’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	$40.9K	Buy	269 +1	+0.4%	+$149	0.01%	282
2026 Q1	$39.1K	Buy	268 +1	+0.4%	+$149	0.01%	279
2025 Q4	$37.2K	Buy	267 +1	+0.4%	+$139	0.01%	266
2025 Q3	$37.3K	Buy	266 +1	+0.4%	+$139	0.01%	242
2025 Q2	$36K	Buy	265 +1	+0.4%	+$133	0.01%	241
2025 Q1	$35.9K	Hold	264	–	–	0.01%	228
2024 Q4	$34.8K	Buy	264 +1	+0.4%	+$140	0.01%	249
2024 Q3	$37.3K	Buy	263 +140	+114%	+$18.9K	0.01%	216
2024 Q2	$14.4K	Buy	+123	New	+$15.8K	﹤0.01%	309
2023 Q4	$16.3K	Sell	130 -7,941	-98%	-$932K	﹤0.01%	686
2023 Q3	$988K	Buy	8,071 +7,943	+6,205%	+$969K	0.01%	318
2023 Q2	$15.1K	Hold	128	–	–	﹤0.01%	503
2023 Q1	$15.8K	Buy	+128	New	+$16.1K	﹤0.01%	572

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 Investment Solutions's SDY Position: Q2 2026 in Review

Strategic Investment Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.37% in Q2 2026, buying an estimated $149 and bringing the position to 269 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #282.

Strategic Investment Solutions first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $988K in Q3 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Strategic Investment Solutions held 269 shares of State Street SPDR S&P Dividend ETF worth $40.9K as of Q2 2026.
Strategic Investment Solutions bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #282 holding.
Strategic Investment Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's State Street SPDR S&P Dividend ETF position peaked at $988K in Q3 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.