truNorth Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

truNorth Financial Services’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	$2.44M	Buy	16,065 +647	+4%	+$96.4K	2.19%	8
2026 Q1	$2.25M	Buy	15,418 +359	+2%	+$53.5K	2.33%	8
2025 Q4	$2.1M	Buy	+15,059	New	+$2.1M	2.27%	8

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

truNorth Financial Services's SDY Position: Q2 2026 in Review

truNorth Financial Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q2 2026, buying an estimated $96.4K and bringing the position to 16,065 shares worth $2.44M. The position accounts for 2.19% of the portfolio, ranked #8.

truNorth Financial Services first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,241 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

truNorth Financial Services held 16,065 shares of State Street SPDR S&P Dividend ETF worth $2.44M as of Q2 2026.
truNorth Financial Services bought 647 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $96.4K.
State Street SPDR S&P Dividend ETF made up 2.19% of truNorth Financial Services's portfolio in Q2 2026, its #8 holding.
truNorth Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,241 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on truNorth Financial Services's 13F filing for Q2 2026, filed 30 Jul 2026.