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

West Paces 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	$563K	Hold	3,702	–	–	0.09%	96
2026 Q1	$540K	Hold	3,702	–	–	0.1%	88
2025 Q4	$515K	Hold	3,702	–	–	0.1%	92
2025 Q3	$518K	Buy	3,702 +200	+6%	+$27.9K	0.1%	91
2025 Q2	$475K	Hold	3,502	–	–	0.1%	93
2025 Q1	$475K	Hold	3,502	–	–	0.11%	88
2024 Q4	$463K	Hold	3,502	–	–	0.11%	87
2024 Q3	$497K	Hold	3,502	–	–	0.12%	85
2024 Q2	$445K	Sell	3,502 -20	-0.6%	-$2.58K	0.12%	86
2024 Q1	$462K	Hold	3,522	–	–	0.12%	81
2023 Q4	$440K	Hold	3,522	–	–	0.12%	83
2023 Q3	$405K	Hold	3,522	–	–	0.13%	82
2023 Q2	$432K	Sell	3,522 -400	-10%	-$48.9K	0.13%	88
2023 Q1	$485K	Hold	3,922	–	–	0.15%	85
2022 Q4	$491K	Hold	3,922	–	–	0.16%	81
2022 Q3	$437K	Hold	3,922	–	–	0.16%	83
2022 Q2	$466K	Hold	3,922	–	–	0.16%	85
2022 Q1	$502K	Buy	3,922 +545	+16%	+$68.9K	0.16%	85
2021 Q4	$436K	Hold	3,377	–	–	0.14%	89
2021 Q3	$397K	Buy	3,377 +2,382	+239%	+$292K	0.14%	88
2021 Q2	$122K	Hold	995	–	–	0.04%	129
2021 Q1	$117K	Buy	995 +445	+81%	+$49.9K	0.05%	128
2020 Q4	$58.3K	Hold	550	–	–	0.03%	172
2020 Q3	$50.8K	Hold	550	–	–	0.03%	173
2020 Q2	$50.2K	Hold	550	–	–	0.03%	172
2020 Q1	$43.9K	Buy	+550	New	+$54.2K	0.03%	177

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 Paces Advisors's SDY Position: Q2 2026 in Review

West Paces Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,702 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #96.

West Paces Advisors first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

West Paces Advisors held 3,702 shares of State Street SPDR S&P Dividend ETF worth $563K as of Q2 2026.
West Paces 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 0.09% of West Paces Advisors's portfolio in Q2 2026, its #96 holding.
West Paces Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.