Vise Technologies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vise Technologies’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	$900K	Buy	5,914 +1,738	+42%	+$259K	0.01%	844
2026 Q1	$581K	Hold	4,176	–	–	0.01%	804
2025 Q4	$581K	Buy	4,176 +2,171	+108%	+$302K	0.01%	809
2025 Q3	$281K	Sell	2,005 -151	-7%	-$21.1K	0.01%	928
2025 Q2	$293K	Buy	+2,156	New	+$286K	0.01%	848
2024 Q4	$252K	Sell	1,909 -2	-0.1%	-$279	0.02%	674
2024 Q3	$271K	Hold	1,911	–	–	0.03%	476
2024 Q2	$243K	Buy	+1,911	New	+$246K	0.04%	360
2024 Q1	–	Sell	-2,302	Closed	-$288K	–	399
2023 Q4	$288K	Hold	2,302	–	–	0.06%	279
2023 Q3	$265K	Buy	2,302 +535	+30%	+$65.3K	0.07%	264
2023 Q2	$217K	Buy	+1,767	New	+$216K	0.05%	310

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

Vise Technologies's SDY Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR S&P Dividend ETF (SDY) stake by 42% in Q2 2026, buying an estimated $259K and bringing the position to 5,914 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #844.

Vise Technologies first reported a position in SDY in Q2 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Vise Technologies held 5,914 shares of State Street SPDR S&P Dividend ETF worth $900K as of Q2 2026.
Vise Technologies bought 1,738 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $259K.
State Street SPDR S&P Dividend ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #844 holding.
Vise Technologies first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 11 quarters since.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.