Waverly Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Waverly 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	$3.99M	Buy	26,208 +2,238	+9%	+$333K	0.02%	505
2026 Q1	$3.5M	Sell	23,970 -2,124	-8%	-$316K	0.03%	505
2025 Q4	$3.63M	Sell	26,094 -968	-4%	-$135K	0.03%	447
2025 Q3	$3.79M	Sell	27,062 -1,025	-4%	-$143K	0.04%	372
2025 Q2	$3.81M	Sell	28,087 -504	-2%	-$66.8K	0.04%	357
2025 Q1	$3.88M	Sell	28,591 -867	-3%	-$117K	0.05%	341
2024 Q4	$3.89M	Sell	29,458 -401	-1%	-$56K	0.06%	254
2024 Q3	$4.24M	Buy	29,859 +405	+1%	+$54.8K	0.08%	214
2024 Q2	$3.75M	Buy	29,454 +159	+0.5%	+$20.5K	0.07%	221
2024 Q1	$3.84M	Buy	29,295 +24,107	+465%	+$3.02M	0.09%	175
2023 Q4	$648K	Buy	5,188 +850	+20%	+$99.8K	0.02%	266
2023 Q3	$499K	Buy	+4,338	New	+$529K	0.02%	261
2014 Q1	–	Sell	-408	Closed	-$30K	–	813
2013 Q4	$30K	Sell	408 -282	-41%	-$20.3K	0.01%	399
2013 Q3	$48K	Buy	+690	New	+$47.6K	0.02%	254

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

Waverly Advisors's SDY Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.3% in Q2 2026, buying an estimated $333K and bringing the position to 26,208 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #505.

Waverly Advisors first reported a position in SDY in Q3 2013 and has held it in 14 quarters since. The position peaked at $4.24M in Q3 2024. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Waverly Advisors held 26,208 shares of State Street SPDR S&P Dividend ETF worth $3.99M as of Q2 2026.
Waverly Advisors bought 2,238 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $333K.
State Street SPDR S&P Dividend ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #505 holding.
Waverly Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2013 and has held it in 14 quarters since.
Waverly Advisors's State Street SPDR S&P Dividend ETF position peaked at $4.24M in Q3 2024.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.