Westside Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Westside Investment Management’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	$5.98M	Buy	39,315 +758	+2%	+$113K	0.79%	34
2026 Q1	$5.63M	Buy	38,557 +1,052	+3%	+$157K	0.86%	26
2025 Q4	$5.22M	Buy	37,505 +1,752	+5%	+$244K	0.83%	28
2025 Q3	$5.01M	Buy	35,753 +578	+2%	+$80.6K	0.8%	30
2025 Q2	$4.77M	Buy	35,175 +1,125	+3%	+$149K	0.89%	27
2025 Q1	$4.62M	Buy	34,050 +1,517	+5%	+$204K	0.98%	24
2024 Q4	$4.3M	Sell	32,533 -574	-2%	-$80.2K	0.91%	28
2024 Q3	$4.7M	Buy	33,107 +435	+1%	+$58.8K	1%	23
2024 Q2	$4.16M	Buy	32,672 +1,540	+5%	+$198K	0.95%	27
2024 Q1	$4.09M	Buy	31,132 +231	+0.7%	+$29K	0.98%	24
2023 Q4	$3.86M	Sell	30,901 -1,346	-4%	-$158K	0.99%	26
2023 Q3	$3.71M	Sell	32,247 -352	-1%	-$43K	1.07%	24
2023 Q2	$4M	Sell	32,599 -14,049	-30%	-$1.72M	1.13%	22
2023 Q1	$5.77M	Buy	46,648 +662	+1%	+$83.3K	1.69%	9
2022 Q4	$5.75K	Buy	45,986 +1,816	+4%	+$224K	0.01%	211
2022 Q3	$4.92K	Buy	44,170 +3,251	+8%	+$400K	0.01%	223
2022 Q2	$4.86K	Buy	40,919 +14,819	+57%	+$1.85M	0.01%	212
2022 Q1	$3.34K	Buy	26,100 +1,560	+6%	+$197K	0.01%	225
2021 Q4	$3.17K	Buy	24,540 +4,483	+22%	+$558K	0.01%	216
2021 Q3	$2.36K	Buy	20,057 +3,238	+19%	+$397K	0.01%	226
2021 Q2	$2.06K	Buy	16,819 +2,072	+14%	+$256K	﹤0.01%	223
2021 Q1	$1.74K	Buy	14,747 +537	+4%	+$60.2K	﹤0.01%	218
2020 Q4	$1.5K	Buy	14,210 +1,193	+9%	+$121K	﹤0.01%	180
2020 Q3	$1.2K	Buy	13,017 +818	+7%	+$77.1K	﹤0.01%	194
2020 Q2	$1.11K	Buy	12,199 +1,157	+10%	+$102K	﹤0.01%	176
2020 Q1	$881	Buy	+11,042	New	+$1.09M	﹤0.01%	187

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

Westside Investment Management's SDY Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2% in Q2 2026, buying an estimated $113K and bringing the position to 39,315 shares worth $5.98M. The position accounts for 0.79% of the portfolio, ranked #34.

Westside Investment Management 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.

Westside Investment Management held 39,315 shares of State Street SPDR S&P Dividend ETF worth $5.98M as of Q2 2026.
Westside Investment Management bought 758 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $113K.
State Street SPDR S&P Dividend ETF made up 0.79% of Westside Investment Management's portfolio in Q2 2026, its #34 holding.
Westside Investment Management 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 Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.