Wall Street Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wall Street Financial 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	–	Sell	-255	Closed	-$37.2K	–	526
2026 Q1	$37.2K	Buy	+255	New	+$38K	0.02%	367

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

Wall Street Financial Group's SDY Position: Q2 2026 in Review

Wall Street Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 255 shares — an estimated $37.2K sold.

Wall Street Financial Group first reported a position in SDY in Q1 2026 and held it in 1 quarter. The position peaked at $37.2K in Q1 2026. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wall Street Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Wall Street Financial Group sold 255 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $37.2K.
Wall Street Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and held it in 1 quarter.
Wall Street Financial Group's State Street SPDR S&P Dividend ETF position peaked at $37.2K in Q1 2026.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.