SYM Financial Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$87.2K Buy
573
+20
+4% +$2.98K 0.01% 420
2026
Q1
$80.7K Buy
+553
New +$82.4K 0.01% 354
2025
Q4
Sell
-553
Closed -$77.4K 448
2025
Q3
$77.4K Buy
+553
New +$77.1K 0.01% 352

Other funds holding SDY

SYM Financial Corp's SDY Position: Q2 2026 in Review

SYM Financial Corp increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.6% in Q2 2026, buying an estimated $2.98K and bringing the position to 573 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #420.

SYM Financial Corp first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • SYM Financial Corp held 573 shares of State Street SPDR S&P Dividend ETF worth $87.2K as of Q2 2026.
  • SYM Financial Corp bought 20 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.98K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #420 holding.
  • SYM Financial Corp first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.