Tanglewood Legacy Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tanglewood Legacy 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	$113K	Hold	741	–	–	0.04%	124
2026 Q1	$108K	Sell	741 -1,200	-62%	-$179K	0.04%	126
2025 Q4	$270K	Hold	1,941	–	–	0.1%	91
2025 Q3	$272K	Hold	1,941	–	–	0.11%	88
2025 Q2	$263K	Hold	1,941	–	–	0.11%	89
2025 Q1	$263K	Buy	1,941 +44	+2%	+$5.92K	0.12%	82
2024 Q4	$251K	Buy	1,897 +47	+3%	+$6.56K	0.11%	82
2024 Q3	$263K	Hold	1,850	–	–	0.12%	75
2024 Q2	$235K	Hold	1,850	–	–	0.11%	82
2024 Q1	$243K	Hold	1,850	–	–	0.12%	76
2023 Q4	$231K	Hold	1,850	–	–	0.13%	76
2023 Q3	$213K	Hold	1,850	–	–	0.13%	77
2023 Q2	$227K	Hold	1,850	–	–	0.13%	76
2023 Q1	$229K	Hold	1,850	–	–	0.15%	69
2022 Q4	$231K	Buy	+1,850	New	+$228K	0.16%	49

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

Tanglewood Legacy Advisors's SDY Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 741 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #124.

Tanglewood Legacy Advisors first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $272K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Tanglewood Legacy Advisors held 741 shares of State Street SPDR S&P Dividend ETF worth $113K as of Q2 2026.
Tanglewood Legacy Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #124 holding.
Tanglewood Legacy Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's State Street SPDR S&P Dividend ETF position peaked at $272K in Q3 2025.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.