Synergy Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Synergy Investment Management’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	$74.5K	Buy	489 +1	+0.2%	+$149	0.02%	321
2026 Q1	$71.3K	Buy	+488	New	+$72.7K	0.02%	240
2025 Q2	–	Sell	-170	Closed	-$23.1K	–	475
2025 Q1	$23.1K	Sell	170 -300	-64%	-$40.3K	0.01%	297
2024 Q4	$62K	Buy	+470	New	+$65.6K	0.03%	217

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

Synergy Investment Management's SDY Position: Q2 2026 in Review

Synergy Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.2% in Q2 2026, buying an estimated $149 and bringing the position to 489 shares worth $74.5K. The position accounts for 0.02% of the portfolio, ranked #321.

Synergy Investment Management first reported a position in SDY in Q4 2024 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Synergy Investment Management held 489 shares of State Street SPDR S&P Dividend ETF worth $74.5K as of Q2 2026.
Synergy Investment Management 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 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #321 holding.
Synergy Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 4 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.