Taylor Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Taylor Financial Group’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	$766K	Sell	5,033 -375	-7%	-$55.9K	0.42%	52
2026 Q1	$789K	Sell	5,408 -210	-4%	-$31.3K	0.48%	48
2025 Q4	$782K	Hold	5,618	–	–	0.46%	43
2025 Q3	$787K	Sell	5,618 -406	-7%	-$56.6K	0.45%	45
2025 Q2	$818K	Hold	6,024	–	–	0.51%	40
2025 Q1	$817K	Sell	6,024 -154	-2%	-$20.7K	0.57%	40
2024 Q4	$816K	Sell	6,178 -21	-0.3%	-$2.93K	0.57%	39
2024 Q3	$881K	Sell	6,199 -15	-0.2%	-$2.03K	0.61%	38
2024 Q2	$790K	Sell	6,214 -12	-0.2%	-$1.55K	0.61%	40
2024 Q1	$817K	Sell	6,226 -100	-2%	-$12.5K	0.62%	40
2023 Q4	$791K	Buy	+6,326	New	+$743K	0.65%	43

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

Taylor Financial Group's SDY Position: Q2 2026 in Review

Taylor Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.9% in Q2 2026, selling an estimated $55.9K and leaving 5,033 shares worth $766K. The position accounts for 0.42% of the portfolio, ranked #52.

Taylor Financial Group first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $881K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Taylor Financial Group held 5,033 shares of State Street SPDR S&P Dividend ETF worth $766K as of Q2 2026.
Taylor Financial Group sold 375 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $55.9K.
State Street SPDR S&P Dividend ETF made up 0.42% of Taylor Financial Group's portfolio in Q2 2026, its #52 holding.
Taylor Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's State Street SPDR S&P Dividend ETF position peaked at $881K in Q3 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.