VSM Wealth Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

VSM Wealth Advisory’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	$75.3K	Hold	495	–	–	0.02%	185
2026 Q1	$72.2K	Hold	495	–	–	0.02%	178
2025 Q4	$68.9K	Hold	495	–	–	0.02%	172
2025 Q3	$69.3K	Hold	495	–	–	0.02%	170
2025 Q2	$67.2K	Hold	495	–	–	0.02%	184
2025 Q1	$67.2K	Hold	495	–	–	0.02%	168
2024 Q4	$65.4K	Buy	+495	New	+$69.1K	0.02%	172

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

VSM Wealth Advisory's SDY Position: Q2 2026 in Review

VSM Wealth Advisory held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 495 shares worth $75.3K. The position accounts for 0.02% of the portfolio, ranked #185.

VSM Wealth Advisory first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

VSM Wealth Advisory held 495 shares of State Street SPDR S&P Dividend ETF worth $75.3K as of Q2 2026.
VSM Wealth Advisory left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #185 holding.
VSM Wealth Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.