Waterloo Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Waterloo Capital’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	$875K	Buy	+5,753	New	+$857K	0.05%	264

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

Waterloo Capital's SDY Position: Q2 2026 in Review

Waterloo Capital opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 5,753 shares worth $875K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings.

1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Waterloo Capital held 5,753 shares of State Street SPDR S&P Dividend ETF worth $875K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Waterloo Capital position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #264 holding.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.