Stratos Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stratos Wealth Advisors’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	$888K	Buy	5,837 +2	+0%	+$298	0.05%	293
2026 Q1	$852K	Sell	5,835 -89	-2%	-$13.3K	0.05%	287
2025 Q4	$824K	Sell	5,924 -308	-5%	-$42.9K	0.04%	338
2025 Q3	$873K	Sell	6,232 -84	-1%	-$11.7K	0.04%	343
2025 Q2	$857K	Buy	6,316 +25	+0.4%	+$3.31K	0.05%	338
2025 Q1	$854K	Buy	6,291 +23	+0.4%	+$3.09K	0.05%	327
2024 Q4	$828K	Sell	6,268 -51	-0.8%	-$7.12K	0.04%	363
2024 Q3	$898K	Sell	6,319 -414	-6%	-$56K	0.04%	378
2024 Q2	$856K	Sell	6,733 -234	-3%	-$30.1K	0.04%	357
2024 Q1	$914K	Sell	6,967 -38	-0.5%	-$4.77K	0.05%	345
2023 Q4	$875K	Sell	7,005 -110	-2%	-$12.9K	0.05%	352
2023 Q3	$818K	Buy	7,115 +133	+2%	+$16.2K	0.05%	347
2023 Q2	$856K	Sell	6,982 -115	-2%	-$14K	0.06%	335
2023 Q1	$878K	Buy	7,097 +27	+0.4%	+$3.4K	0.07%	316
2022 Q4	$885K	Buy	7,070 +470	+7%	+$58.1K	0.07%	300
2022 Q3	$736K	Sell	6,600 -663	-9%	-$81.7K	0.08%	290
2022 Q2	$862K	Sell	7,263 -82	-1%	-$10.2K	0.08%	287
2022 Q1	$941K	Sell	7,345 -338	-4%	-$42.7K	0.08%	285
2021 Q4	$992K	Buy	7,683 +359	+5%	+$44.7K	0.07%	283
2021 Q3	$861K	Buy	7,324 +35	+0.5%	+$4.29K	0.07%	276
2021 Q2	$891K	Buy	7,289 +179	+3%	+$22.1K	0.08%	255
2021 Q1	$839K	Buy	7,110 +223	+3%	+$25K	0.09%	240
2020 Q4	$730K	Buy	6,887 +461	+7%	+$46.6K	0.1%	201
2020 Q3	$594K	Sell	6,426 -376	-6%	-$35.5K	0.14%	158
2020 Q2	$620K	Sell	6,802 -1,667	-20%	-$147K	0.19%	121
2020 Q1	$676K	Buy	8,469 +1,207	+17%	+$119K	0.48%	59
2019 Q4	$781K	Buy	7,262 +22	+0.3%	+$2.31K	0.44%	56
2019 Q3	$743K	Buy	7,240 +826	+13%	+$83.3K	0.28%	89
2019 Q2	$647K	Sell	6,414 -117	-2%	-$11.7K	0.26%	89
2019 Q1	$649K	Sell	6,531 -339	-5%	-$32.6K	0.35%	77
2018 Q4	$615K	Buy	+6,870	New	+$648K	0.41%	71

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

Stratos Wealth Advisors's SDY Position: Q2 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.03% in Q2 2026, buying an estimated $298 and bringing the position to 5,837 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #293.

Stratos Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $992K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Stratos Wealth Advisors held 5,837 shares of State Street SPDR S&P Dividend ETF worth $888K as of Q2 2026.
Stratos Wealth Advisors bought 2 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $298.
State Street SPDR S&P Dividend ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q2 2026, its #293 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Stratos Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $992K in Q4 2021.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.