Walsh & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Walsh & Associates’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	-23	Closed	-$3.36K	–	288
2026 Q1	$3.36K	Hold	23	–	–	﹤0.01%	205
2025 Q4	$3.2K	Buy	+23	New	+$3.2K	﹤0.01%	209

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

Walsh & Associates's SDY Position: Q2 2026 in Review

Walsh & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 23 shares — an estimated $3.36K sold.

Walsh & Associates first reported a position in SDY in Q4 2025 and held it in 2 quarters. The position peaked at $3.36K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Walsh & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 23 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.36K.
Walsh & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and held it in 2 quarters.
Walsh & Associates's State Street SPDR S&P Dividend ETF position peaked at $3.36K 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 Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.