True Link Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

True Link Financial 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	$228K	Hold	1,500	–	–	0.01%	100
2026 Q1	$219K	Hold	1,500	–	–	0.01%	90
2025 Q4	$209K	Hold	1,500	–	–	0.01%	112
2025 Q3	$210K	Sell	1,500 -122	-8%	-$17K	0.01%	91
2025 Q2	$220K	Sell	1,622 -1,750	-52%	-$232K	0.02%	83
2025 Q1	$458K	Buy	3,372 +1,157	+52%	+$156K	0.03%	56
2024 Q4	$293K	Hold	2,215	–	–	0.02%	53
2024 Q3	$315K	Hold	2,215	–	–	0.03%	52
2024 Q2	$282K	Buy	+2,215	New	+$285K	0.03%	54

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

True Link Financial Advisors's SDY Position: Q2 2026 in Review

True Link Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,500 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #100.

True Link Financial Advisors first reported a position in SDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $458K in Q1 2025. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

True Link Financial Advisors held 1,500 shares of State Street SPDR S&P Dividend ETF worth $228K as of Q2 2026.
True Link Financial 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 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #100 holding.
True Link Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 9 quarters since.
True Link Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $458K in Q1 2025.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.