Walkner Condon Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Walkner Condon Financial 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	$256K	Hold	1,679	–	–	0.03%	291
2026 Q1	$245K	Hold	1,679	–	–	0.03%	278
2025 Q4	$234K	Buy	1,679 +9	+0.5%	+$1.25K	0.03%	275
2025 Q3	$234K	Hold	1,670	–	–	0.04%	264
2025 Q2	$227K	Hold	1,670	–	–	0.04%	254
2025 Q1	$227K	Sell	1,670 -2,400	-59%	-$323K	0.05%	248
2024 Q4	$538K	Hold	4,070	–	–	0.11%	152
2024 Q3	$578K	Sell	4,070 -242	-6%	-$32.7K	0.12%	138
2024 Q2	$548K	Buy	4,312 +510	+13%	+$65.7K	0.12%	133
2024 Q1	$499K	Sell	3,802 -1,000	-21%	-$125K	0.11%	150
2023 Q4	$600K	Buy	4,802 +1,000	+26%	+$117K	0.14%	130
2023 Q3	$437K	Hold	3,802	–	–	0.12%	151
2023 Q2	$466K	Hold	3,802	–	–	0.12%	142
2023 Q1	$470K	Hold	3,802	–	–	0.13%	141
2022 Q4	$476K	Hold	3,802	–	–	0.14%	128
2022 Q3	$424K	Hold	3,802	–	–	0.14%	131
2022 Q2	$451K	Buy	3,802 +157	+4%	+$19.6K	0.14%	129
2022 Q1	$467K	Buy	3,645 +245	+7%	+$31K	0.13%	140
2021 Q4	$439K	Buy	+3,400	New	+$423K	0.29%	81
2021 Q2	–	Sell	-3,400	Closed	-$401K	–	180
2021 Q1	$401K	Hold	3,400	–	–	0.16%	111
2020 Q4	$360K	Hold	3,400	–	–	0.16%	95
2020 Q3	$314K	Buy	+3,400	New	+$321K	0.17%	99

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

Walkner Condon Financial Advisors's SDY Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,679 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #291.

Walkner Condon Financial Advisors first reported a position in SDY in Q3 2020 and has held it in 22 quarters since. The position peaked at $600K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Walkner Condon Financial Advisors held 1,679 shares of State Street SPDR S&P Dividend ETF worth $256K as of Q2 2026.
Walkner Condon Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #291 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 22 quarters since.
Walkner Condon Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $600K in Q4 2023.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.