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

StrongBox Wealth’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	$82.2K	Buy	+540	New	+$80.5K	0.02%	138
2022 Q1	–	Sell	-1,870	Closed	-$242K	–	103
2021 Q4	$242K	Sell	1,870 -27	-1%	-$3.36K	0.12%	93
2021 Q3	$223K	Sell	1,897 -40	-2%	-$4.9K	0.13%	96
2021 Q2	$237K	Hold	1,937	–	–	0.14%	95
2021 Q1	$229K	Hold	1,937	–	–	0.14%	89
2020 Q4	$205K	Sell	1,937 -735	-28%	-$74.4K	0.13%	89
2020 Q3	$247K	Buy	2,672 +25	+0.9%	+$2.36K	0.18%	72
2020 Q2	$241K	Sell	2,647 -856	-24%	-$75.2K	0.22%	75
2020 Q1	$280K	Buy	+3,503	New	+$345K	0.32%	68

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

StrongBox Wealth's SDY Position: Q2 2026 in Review

StrongBox Wealth opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 540 shares worth $82.2K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in SDY as recently as Q4 2021.

StrongBox Wealth first reported a position in SDY in Q1 2020 and has held it in 9 quarters since. The position peaked at $280K in Q1 2020. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

StrongBox Wealth held 540 shares of State Street SPDR S&P Dividend ETF worth $82.2K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new StrongBox Wealth position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #138 holding.
StrongBox Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 9 quarters since.
StrongBox Wealth's State Street SPDR S&P Dividend ETF position peaked at $280K in Q1 2020.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.