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

WESPAC 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	–	Sell	-17,264	Closed	-$2.52M	–	223
2026 Q1	$2.52M	Buy	17,264 +2,921	+20%	+$435K	1.38%	14
2025 Q4	$2M	Buy	14,343 +10,702	+294%	+$1.49M	1.08%	23
2025 Q3	$510K	Buy	+3,641	New	+$508K	0.3%	112
2014 Q3	–	Sell	-5,141	Closed	-$394K	–	138
2014 Q2	$394K	Hold	5,141	–	–	0.45%	81
2014 Q1	$378K	Sell	5,141 -20,606	-80%	-$1.48M	0.33%	99
2013 Q4	$1.87M	Buy	25,747 +285	+1%	+$20.5K	1.56%	14
2013 Q3	$1.75M	Sell	25,462 -8,965	-26%	-$619K	2.05%	5
2013 Q2	$2.28M	Buy	+34,427	New	+$2.32M	3.47%	1

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WESPAC Advisors's SDY Position: Q2 2026 in Review

WESPAC Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 17,264 shares — an estimated $2.52M sold.

WESPAC Advisors first reported a position in SDY in Q2 2013 and held it in 8 quarters. The position peaked at $2.52M in Q1 2026. 921 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

WESPAC Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
WESPAC Advisors sold 17,264 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.52M.
WESPAC Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 8 quarters.
WESPAC Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.52M in Q1 2026.
921 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.