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

Wallace 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	$294K	Buy	1,932 +179	+10%	+$26.7K	0.28%	96
2026 Q1	$256K	Buy	1,753 +4	+0.2%	+$596	0.27%	103
2025 Q4	$243K	Buy	1,749 +10	+0.6%	+$1.39K	0.26%	110
2025 Q3	$236K	Buy	1,739 +5	+0.3%	+$697	0.19%	143
2025 Q2	$235K	Buy	1,734 +4	+0.2%	+$530	0.17%	159
2025 Q1	$229K	Buy	1,730 +5	+0.3%	+$672	0.16%	162
2024 Q4	$245K	Buy	1,725 +4	+0.2%	+$559	0.17%	154
2024 Q3	$219K	Hold	1,721	–	–	0.16%	163
2024 Q2	$219K	Buy	1,721 +8	+0.5%	+$1.03K	0.16%	164
2024 Q1	$214K	Sell	1,713 -105	-6%	-$13.2K	0.16%	157
2023 Q4	$209K	Buy	1,818 +5	+0.3%	+$587	0.16%	150
2023 Q3	$222K	Sell	1,813 -3,703	-67%	-$452K	0.16%	156
2023 Q2	$682K	Hold	5,516	–	–	0.52%	40
2023 Q1	$682K	Buy	5,516 +23	+0.4%	+$2.89K	0.52%	40
2022 Q4	$687K	Buy	+5,493	New	+$678K	0.54%	42

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

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

Wallace Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 10% in Q2 2026, buying an estimated $26.7K and bringing the position to 1,932 shares worth $294K. The position accounts for 0.28% of the portfolio, ranked #96.

Wallace Advisory Group first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $687K in Q4 2022. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wallace Advisory Group held 1,932 shares of State Street SPDR S&P Dividend ETF worth $294K as of Q2 2026.
Wallace Advisory Group bought 179 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $26.7K.
State Street SPDR S&P Dividend ETF made up 0.28% of Wallace Advisory Group's portfolio in Q2 2026, its #96 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $687K in Q4 2022.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.