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

WestHill 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	$277K	Hold	1,822	–	–	0.05%	68
2026 Q1	$266K	Hold	1,822	–	–	0.05%	66
2025 Q4	$254K	Hold	1,822	–	–	0.05%	68
2025 Q3	$255K	Hold	1,822	–	–	0.05%	64
2025 Q2	$247K	Hold	1,822	–	–	0.05%	64
2025 Q1	$247K	Hold	1,822	–	–	0.06%	60
2024 Q4	$241K	Hold	1,822	–	–	0.05%	65
2024 Q3	$259K	Hold	1,822	–	–	0.06%	62
2024 Q2	$232K	Hold	1,822	–	–	0.06%	63
2024 Q1	$239K	Hold	1,822	–	–	0.06%	67
2023 Q4	$228K	Hold	1,822	–	–	0.06%	62
2023 Q3	$210K	Hold	1,822	–	–	0.06%	65
2023 Q2	$223K	Hold	1,822	–	–	0.06%	59
2023 Q1	$225K	Hold	1,822	–	–	0.07%	56
2022 Q4	$228K	Hold	1,822	–	–	0.07%	53
2022 Q3	$203K	Hold	1,822	–	–	0.07%	57
2022 Q2	$216K	Hold	1,822	–	–	0.07%	60
2022 Q1	$233K	Hold	1,822	–	–	0.07%	62
2021 Q4	$235K	Hold	1,822	–	–	0.07%	67
2021 Q3	$214K	Buy	+1,822	New	+$223K	0.07%	57
2021 Q1	–	Sell	-1,452	Closed	-$154K	–	88
2020 Q4	$154K	Buy	+1,452	New	+$147K	0.06%	53

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

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

WestHill Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,822 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #68.

WestHill Financial Advisors first reported a position in SDY in Q4 2020 and has held it in 21 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

WestHill Financial Advisors held 1,822 shares of State Street SPDR S&P Dividend ETF worth $277K as of Q2 2026.
WestHill 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 0.05% of WestHill Financial Advisors's portfolio in Q2 2026, its #68 holding.
WestHill 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.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.