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

Tower View 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	$33.2K	Buy	218 +2	+0.9%	+$298	0.01%	113
2026 Q1	$31.6K	Buy	216 +1	+0.5%	+$149	0.02%	108
2025 Q4	$29.9K	Buy	215 +1	+0.5%	+$139	0.01%	99
2025 Q3	$29.9K	Buy	214 +2	+0.9%	+$279	0.02%	97
2025 Q2	$28.8K	Sell	212 -65	-23%	-$8.62K	0.01%	109
2025 Q1	$37.5K	Buy	277 +2	+0.7%	+$269	0.02%	86
2024 Q4	$36.3K	Buy	275 +2	+0.7%	+$279	0.02%	90
2024 Q3	$38.8K	Buy	273 +66	+32%	+$8.93K	0.02%	89
2024 Q2	$26.3K	Buy	207 +2	+1%	+$258	0.02%	96
2024 Q1	$27K	Buy	205 +100	+95%	+$12.5K	0.02%	98
2023 Q4	$13K	Buy	105 +1	+1%	+$117	0.01%	118
2023 Q3	$12K	Buy	104 +1	+1%	+$122	0.01%	112
2023 Q2	$13K	Hold	103	–	–	0.01%	112
2023 Q1	$13K	Buy	103 +1	+1%	+$126	0.01%	110
2022 Q4	$13K	Buy	102 +1	+1%	+$124	0.01%	113
2022 Q3	$11K	Hold	101	–	–	0.01%	115
2022 Q2	$12K	Buy	101 +1	+1%	+$125	0.01%	111
2022 Q1	$13K	Hold	100	–	–	0.01%	138
2021 Q4	$13K	Hold	100	–	–	0.01%	143
2021 Q3	$12K	Buy	+100	New	+$12.2K	0.01%	164

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

Tower View Wealth Management's SDY Position: Q2 2026 in Review

Tower View Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.93% in Q2 2026, buying an estimated $298 and bringing the position to 218 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #113.

Tower View Wealth Management first reported a position in SDY in Q3 2021 and has held it in 20 quarters since. The position peaked at $38.8K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Tower View Wealth Management held 218 shares of State Street SPDR S&P Dividend ETF worth $33.2K as of Q2 2026.
Tower View Wealth Management bought 2 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $298.
State Street SPDR S&P Dividend ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #113 holding.
Tower View Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and has held it in 20 quarters since.
Tower View Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $38.8K 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 Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.