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

TritonPoint Wealth’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	$236K	Hold	1,551	–	–	0.02%	268
2026 Q1	$226K	Hold	1,551	–	–	0.02%	251
2025 Q4	$216K	Hold	1,551	–	–	0.02%	261
2025 Q3	$217K	Hold	1,551	–	–	0.02%	330
2025 Q2	$211K	Hold	1,551	–	–	0.02%	329
2025 Q1	$210K	Sell	1,551 -191	-11%	-$25.7K	0.02%	332
2024 Q4	$230K	Sell	1,742 -15	-0.9%	-$2.1K	0.02%	310
2024 Q3	$249K	Hold	1,757	–	–	0.02%	298
2024 Q2	$223K	Buy	+1,757	New	+$226K	0.02%	301
2024 Q1	–	Sell	-1,741	Closed	-$218K	–	321
2023 Q4	$218K	Buy	+1,741	New	+$204K	0.02%	320

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

TritonPoint Wealth's SDY Position: Q2 2026 in Review

TritonPoint Wealth held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,551 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #268.

TritonPoint Wealth first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $249K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

TritonPoint Wealth held 1,551 shares of State Street SPDR S&P Dividend ETF worth $236K as of Q2 2026.
TritonPoint Wealth left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #268 holding.
TritonPoint Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's State Street SPDR S&P Dividend ETF position peaked at $249K 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 TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.