VestGen Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

VestGen 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	$1.84M	Sell	12,067 -8,938	-43%	-$1.33M	0.05%	323
2026 Q1	$3.11M	Buy	21,005 +17,503	+500%	+$2.61M	0.08%	223
2025 Q4	$487K	Sell	3,502 -8,868	-72%	-$1.23M	0.02%	490
2025 Q3	$1.73M	Buy	12,370 +3,471	+39%	+$484K	0.06%	269
2025 Q2	$1.21M	Hold	8,899	–	–	0.05%	302
2025 Q1	$1.21M	Buy	+8,899	New	+$1.2M	0.05%	282

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

VestGen Advisors's SDY Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 43% in Q2 2026, selling an estimated $1.33M and leaving 12,067 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #323.

VestGen Advisors first reported a position in SDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q1 2026. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

VestGen Advisors held 12,067 shares of State Street SPDR S&P Dividend ETF worth $1.84M as of Q2 2026.
VestGen Advisors sold 8,938 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.33M.
State Street SPDR S&P Dividend ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #323 holding.
VestGen Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.11M in Q1 2026.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.