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

Thrive Wealth 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	$287K	Buy	1,888 +3	+0.2%	+$447	0.04%	202
2026 Q1	$275K	Buy	1,885 +3	+0.2%	+$447	0.04%	188
2025 Q4	$262K	Sell	1,882 -176	-9%	-$24.5K	0.04%	197
2025 Q3	$288K	Buy	2,058 +4	+0.2%	+$558	0.04%	186
2025 Q2	$279K	Buy	2,054 +4	+0.2%	+$530	0.05%	186
2025 Q1	$278K	Sell	2,050 -156	-7%	-$21K	0.05%	174
2024 Q4	$291K	Buy	2,206 +4	+0.2%	+$559	0.05%	161
2024 Q3	$313K	Sell	2,202 -186	-8%	-$25.2K	0.06%	163
2024 Q2	$304K	Buy	2,388 +642	+37%	+$82.7K	0.06%	159
2024 Q1	$229K	Sell	1,746 -358	-17%	-$44.9K	0.05%	192
2023 Q4	$263K	Sell	2,104 -1	-0%	-$117	0.06%	155
2023 Q3	$242K	Buy	2,105 +68	+3%	+$8.3K	0.06%	149
2023 Q2	$250K	Buy	2,037 +3	+0.1%	+$366	0.06%	153
2023 Q1	$252K	Buy	2,034 +3	+0.1%	+$377	0.06%	143
2022 Q4	$254K	Buy	2,031 +206	+11%	+$25.4K	0.07%	140
2022 Q3	$204K	Buy	+1,825	New	+$225K	0.07%	141

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

Thrive Wealth Management's SDY Position: Q2 2026 in Review

Thrive Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.16% in Q2 2026, buying an estimated $447 and bringing the position to 1,888 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #202.

Thrive Wealth Management first reported a position in SDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $313K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Thrive Wealth Management held 1,888 shares of State Street SPDR S&P Dividend ETF worth $287K as of Q2 2026.
Thrive Wealth Management bought 3 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $447.
State Street SPDR S&P Dividend ETF made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #202 holding.
Thrive Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Thrive Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $313K in Q3 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.