Wealth Effects’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealth Effects’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	$230K	Hold	1,510	–	–	0.06%	222
2026 Q1	$220K	Hold	1,510	–	–	0.08%	202
2025 Q4	$210K	Hold	1,510	–	–	0.07%	195
2025 Q3	$211K	Hold	1,510	–	–	0.07%	200
2025 Q2	$205K	Hold	1,510	–	–	0.08%	190
2025 Q1	$205K	Buy	+1,510	New	+$203K	0.09%	178
2024 Q4	–	Sell	-1,510	Closed	-$214K	–	226
2024 Q3	$214K	Buy	+1,510	New	+$204K	0.08%	188

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

Wealth Effects's SDY Position: Q2 2026 in Review

Wealth Effects held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,510 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #222.

Wealth Effects first reported a position in SDY in Q3 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wealth Effects held 1,510 shares of State Street SPDR S&P Dividend ETF worth $230K as of Q2 2026.
Wealth Effects left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Wealth Effects's portfolio in Q2 2026, its #222 holding.
Wealth Effects first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 7 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.