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

World Investment 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	$11.6M	Sell	79,530 -32	-0%	-$4.77K	0.19%	121
2026 Q1	$11.6M	Sell	79,562 -643	-0.8%	-$95.8K	0.19%	125
2025 Q4	$11.2M	Buy	80,205 +6,744	+9%	+$938K	0.18%	126
2025 Q3	$10.3M	Sell	73,461 -7,347	-9%	-$1.02M	0.21%	99
2025 Q2	$11M	Sell	80,808 -484	-0.6%	-$64.2K	0.25%	90
2025 Q1	$11M	Sell	81,292 -1,166	-1%	-$157K	0.29%	79
2024 Q4	$10.9M	Buy	82,458 +56,755	+221%	+$7.93M	0.3%	71
2024 Q3	$3.65M	Buy	25,703 +20,744	+418%	+$2.81M	0.11%	203
2024 Q2	$631K	Buy	+4,959	New	+$639K	0.04%	353
2024 Q1	–	Sell	-3,817	Closed	-$477K	–	462
2023 Q4	$477K	Buy	3,817 +1,274	+50%	+$150K	0.06%	229
2023 Q3	$292K	Sell	2,543 -410	-14%	-$50K	0.06%	205
2023 Q2	$362K	Sell	2,953 -4,525	-61%	-$553K	0.07%	172
2023 Q1	$925K	Sell	7,478 -24	-0.3%	-$3.02K	0.19%	89
2022 Q4	$939K	Sell	7,502 -24	-0.3%	-$2.96K	0.22%	81
2022 Q3	$839K	Sell	7,526 -329	-4%	-$40.5K	0.2%	90
2022 Q2	$992K	Buy	7,855 +5,188	+195%	+$647K	0.21%	78
2022 Q1	$342K	Buy	2,667 +1	+0%	+$126	0.07%	187
2021 Q4	$333K	Sell	2,666 -39	-1%	-$4.85K	0.07%	189
2021 Q3	$318K	Buy	2,705 +76	+3%	+$9.31K	0.07%	177
2021 Q2	$321K	Sell	2,629 -74	-3%	-$9.14K	0.07%	176
2021 Q1	$340K	Buy	2,703 +64	+2%	+$7.17K	0.08%	162
2020 Q4	$293K	Sell	2,639 -661	-20%	-$66.9K	0.07%	164
2020 Q3	$305K	Sell	3,300 -109	-3%	-$10.3K	0.1%	119
2020 Q2	$335K	Sell	3,409 -138	-4%	-$12.1K	0.12%	110
2020 Q1	$283K	Sell	3,547 -305	-8%	-$30.1K	0.13%	100
2019 Q4	$414K	Buy	3,852 +451	+13%	+$47.3K	0.16%	86
2019 Q3	$349K	Sell	3,401 -109	-3%	-$11K	0.15%	86
2019 Q2	$350K	Sell	3,510 -303	-8%	-$30.3K	0.15%	78
2019 Q1	$379K	Buy	3,813 +300	+9%	+$28.8K	0.17%	71
2018 Q4	$342K	Buy	+3,513	New	+$331K	0.15%	87

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

World Investment Advisors's SDY Position: Q2 2026 in Review

World Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.04% in Q2 2026, selling an estimated $4.77K and leaving 79,530 shares worth $11.6M. The position accounts for 0.19% of the portfolio, ranked #121.

World Investment Advisors first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.6M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

World Investment Advisors held 79,530 shares of State Street SPDR S&P Dividend ETF worth $11.6M as of Q2 2026.
World Investment Advisors sold 32 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.77K.
State Street SPDR S&P Dividend ETF made up 0.19% of World Investment Advisors's portfolio in Q2 2026, its #121 holding.
World Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
World Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $11.6M in Q1 2026.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.