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

West Financial 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	$44.7K	Hold	294	–	–	0.01%	107
2026 Q1	$42.9K	Hold	294	–	–	0.01%	102
2025 Q4	$40.9K	Hold	294	–	–	0.01%	105
2025 Q3	$41.2K	Hold	294	–	–	0.01%	108
2025 Q2	$39.9K	Hold	294	–	–	0.01%	113
2025 Q1	$39.9K	Hold	294	–	–	0.01%	105
2024 Q4	$38.8K	Hold	294	–	–	0.01%	107
2024 Q3	$41.8K	Hold	294	–	–	0.01%	93
2024 Q2	$37.4K	Hold	294	–	–	0.01%	87
2024 Q1	$38.6K	Hold	294	–	–	0.01%	88
2023 Q4	$36.7K	Hold	294	–	–	0.01%	89
2023 Q3	$33.8K	Hold	294	–	–	0.01%	90
2023 Q2	$36K	Hold	294	–	–	0.01%	87
2023 Q1	$36.4K	Buy	+294	New	+$37K	0.01%	85
2022 Q3	–	Sell	-63	Closed	-$7K	–	190
2022 Q2	$7K	Hold	63	–	–	﹤0.01%	134
2022 Q1	$8K	Hold	63	–	–	﹤0.01%	145
2021 Q4	$8K	Sell	63 -250	-80%	-$31.1K	﹤0.01%	152
2021 Q3	$37K	Hold	313	–	–	0.01%	107
2021 Q2	$38K	Hold	313	–	–	0.01%	100
2021 Q1	$37K	Hold	313	–	–	0.01%	97
2020 Q4	$33K	Buy	+313	New	+$31.7K	0.01%	99

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

West Financial Advisors's SDY Position: Q2 2026 in Review

West Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 294 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #107.

West Financial Advisors first reported a position in SDY in Q4 2020 and has held it in 21 quarters since. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

West Financial Advisors held 294 shares of State Street SPDR S&P Dividend ETF worth $44.7K as of Q2 2026.
West Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #107 holding.
West Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 21 quarters since.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.