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

Zhang Financial’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	$1.33M	Buy	8,763 +16	+0.2%	+$2.38K	0.04%	168
2026 Q1	$1.28M	Buy	8,747 +15	+0.2%	+$2.23K	0.04%	168
2025 Q4	$1.22M	Sell	8,732 -5,406	-38%	-$752K	0.05%	162
2025 Q3	$1.98M	Buy	14,138 +16	+0.1%	+$2.23K	0.08%	125
2025 Q2	$1.92M	Sell	14,122 -2,655	-16%	-$352K	0.09%	115
2025 Q1	$2.28M	Buy	16,777 +15	+0.1%	+$2.02K	0.12%	96
2024 Q4	$2.21M	Buy	+16,762	New	+$2.34M	0.13%	91

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

Zhang Financial's SDY Position: Q2 2026 in Review

Zhang Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.18% in Q2 2026, buying an estimated $2.38K and bringing the position to 8,763 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #168.

Zhang Financial first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q1 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Zhang Financial held 8,763 shares of State Street SPDR S&P Dividend ETF worth $1.33M as of Q2 2026.
Zhang Financial bought 16 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.38K.
State Street SPDR S&P Dividend ETF made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #168 holding.
Zhang Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Zhang Financial's State Street SPDR S&P Dividend ETF position peaked at $2.28M in Q1 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.