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Advisory Solutions Group, LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Advisory Solutions Group, LLC’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 		$231K Buy
+1,517
New +$226K 0.08% 174

Other funds holding SDY

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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Advisory Solutions Group, LLC's SDY Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,517 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #174 among its holdings.

576 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Advisory Solutions Group, LLC held 1,517 shares of State Street SPDR S&P Dividend ETF worth $231K as of Q2 2026.
  • State Street SPDR S&P Dividend ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #174 holding.
  • 576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.