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

VisionPoint Advisory Group’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	$10.3M	Sell	67,754 -3,654	-5%	-$544K	1.68%	9
2026 Q1	$10.4M	Buy	71,408 +42,410	+146%	+$6.32M	1.96%	6
2025 Q4	$4.04M	Buy	28,998 +24	+0.1%	+$3.34K	0.79%	29
2025 Q3	$4.06M	Sell	28,974 -14,293	-33%	-$1.99M	0.81%	26
2025 Q2	$5.87M	Buy	43,267 +4,078	+10%	+$541K	1.28%	15
2025 Q1	$5.32M	Sell	39,189 -403	-1%	-$54.2K	1.82%	10
2024 Q4	$5.2M	Sell	39,592 -5,772	-13%	-$806K	1.78%	9
2024 Q3	$6.44M	Buy	45,364 +435	+1%	+$58.8K	2.18%	7
2024 Q2	$5.71M	Buy	44,929 +25,350	+129%	+$3.27M	2.03%	6
2024 Q1	$2.57M	Sell	19,579 -3,675	-16%	-$461K	0.93%	29
2023 Q4	$2.91M	Buy	23,254 +1,597	+7%	+$187K	1.07%	21
2023 Q3	$2.49M	Buy	21,657 +1,046	+5%	+$128K	1.07%	22
2023 Q2	$2.53M	Sell	20,611 -213	-1%	-$26K	1.03%	18
2023 Q1	$2.54M	Sell	20,824 -2,484	-11%	-$313K	1.12%	24
2022 Q4	$3.02M	Buy	+23,308	New	+$2.88M	1.25%	24
2022 Q3	–	Sell	-3,393	Closed	-$438K	–	105
2022 Q2	$438K	Sell	3,393 -9,718	-74%	-$1.21M	0.17%	63
2022 Q1	$1.61M	Buy	13,111 +4,682	+56%	+$592K	0.75%	32
2021 Q4	$1.06M	Buy	8,429 +1,758	+26%	+$219K	0.46%	48
2021 Q3	$842K	Sell	6,671 -2,193	-25%	-$269K	0.38%	55
2021 Q2	$1.08M	Buy	8,864 +798	+10%	+$98.6K	0.48%	57
2021 Q1	$952K	Buy	8,066 +1,194	+17%	+$134K	0.46%	58
2020 Q4	$728K	Buy	+6,872	New	+$695K	0.37%	61
2020 Q3	–	Sell	-3,360	Closed	-$315K	–	131
2020 Q2	$315K	Buy	3,360 +19	+0.6%	+$1.67K	0.13%	74
2020 Q1	$267K	Hold	3,341	–	–	0.13%	83
2019 Q4	$359K	Sell	3,341 -163	-5%	-$17.1K	0.15%	77
2019 Q3	$353K	Buy	3,504 +868	+33%	+$87.5K	0.1%	85
2019 Q2	$266K	Sell	2,636 -976	-27%	-$97.6K	0.08%	104
2019 Q1	$359K	Sell	3,612 -112	-3%	-$10.8K	0.1%	83
2018 Q4	$333K	Buy	+3,724	New	+$351K	0.11%	76

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

VisionPoint Advisory Group's SDY Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.1% in Q2 2026, selling an estimated $544K and leaving 67,754 shares worth $10.3M. The position accounts for 1.68% of the portfolio, ranked #9.

VisionPoint Advisory Group first reported a position in SDY in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.4M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

VisionPoint Advisory Group held 67,754 shares of State Street SPDR S&P Dividend ETF worth $10.3M as of Q2 2026.
VisionPoint Advisory Group sold 3,654 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $544K.
State Street SPDR S&P Dividend ETF made up 1.68% of VisionPoint Advisory Group's portfolio in Q2 2026, its #9 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 29 quarters since.
VisionPoint Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $10.4M in Q1 2026.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.