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

Visionary Wealth 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	$3.17M	Buy	20,861 +3,233	+18%	+$482K	0.13%	164
2026 Q1	$2.57M	Sell	17,628 -74	-0.4%	-$11K	0.11%	175
2025 Q4	$2.46M	Sell	17,702 -376	-2%	-$52.3K	0.11%	173
2025 Q3	$2.53M	Buy	18,078 +44	+0.2%	+$6.14K	0.12%	169
2025 Q2	$2.45M	Buy	18,034 +4,247	+31%	+$563K	0.13%	172
2025 Q1	$1.87M	Sell	13,787 -359	-3%	-$48.3K	0.11%	183
2024 Q4	$1.87M	Sell	14,146 -4,927	-26%	-$688K	0.11%	179
2024 Q3	$2.71M	Sell	19,073 -564	-3%	-$76.3K	0.16%	140
2024 Q2	$2.5M	Sell	19,637 -2,846	-13%	-$367K	0.16%	143
2024 Q1	$2.95M	Sell	22,483 -906	-4%	-$114K	0.2%	129
2023 Q4	$2.92M	Sell	23,389 -6,113	-21%	-$718K	0.21%	120
2023 Q3	$3.39M	Buy	29,502 +83	+0.3%	+$10.1K	0.27%	100
2023 Q2	$3.61M	Buy	29,419 +3,353	+13%	+$410K	0.29%	93
2023 Q1	$3.22M	Buy	26,066 +664	+3%	+$83.5K	0.27%	97
2022 Q4	$3.18M	Sell	25,402 -25	-0.1%	-$3.09K	0.29%	91
2022 Q3	$2.83M	Sell	25,427 -1,530	-6%	-$188K	0.29%	90
2022 Q2	$3.2M	Sell	26,957 -1,067	-4%	-$133K	0.29%	92
2022 Q1	$3.59M	Sell	28,024 -434	-2%	-$54.9K	0.29%	94
2021 Q4	$3.67M	Sell	28,458 -665	-2%	-$82.8K	0.3%	85
2021 Q3	$3.42M	Sell	29,123 -1,848	-6%	-$226K	0.35%	78
2021 Q2	$3.79M	Buy	30,971 +2,856	+10%	+$353K	0.38%	67
2021 Q1	$3.32M	Buy	28,115 +16,105	+134%	+$1.81M	0.35%	83
2020 Q4	$1.27M	Sell	12,010 -10,804	-47%	-$1.09M	0.14%	122
2020 Q3	$2.11M	Sell	22,814 -721	-3%	-$68K	0.3%	83
2020 Q2	$2.15M	Sell	23,535 -42,419	-64%	-$3.73M	0.33%	80
2020 Q1	$5.27M	Sell	65,954 -2,790	-4%	-$275K	0.99%	28
2019 Q4	$7.39M	Buy	+68,744	New	+$7.22M	1.32%	22

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

Visionary Wealth Advisors's SDY Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q2 2026, buying an estimated $482K and bringing the position to 20,861 shares worth $3.17M. The position accounts for 0.13% of the portfolio, ranked #164.

Visionary Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.39M in Q4 2019. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Visionary Wealth Advisors held 20,861 shares of State Street SPDR S&P Dividend ETF worth $3.17M as of Q2 2026.
Visionary Wealth Advisors bought 3,233 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $482K.
State Street SPDR S&P Dividend ETF made up 0.13% of Visionary Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $7.39M in Q4 2019.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.