Abound Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Abound Wealth 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	$23K	Hold	151	–	–	﹤0.01%	351
2026 Q1	$22K	Hold	151	–	–	0.01%	379
2025 Q4	$21K	Hold	151	–	–	﹤0.01%	359
2025 Q3	$21.1K	Hold	151	–	–	0.01%	345
2025 Q2	$20.5K	Hold	151	–	–	0.01%	324
2025 Q1	$20.5K	Hold	151	–	–	0.01%	290
2024 Q4	$19.9K	Hold	151	–	–	0.01%	280
2024 Q3	$21.4K	Hold	151	–	–	0.01%	277
2024 Q2	$19.2K	Sell	151 -133	-47%	-$17.1K	0.01%	255
2024 Q1	$37.3K	Sell	284 -412	-59%	-$51.7K	0.01%	176
2023 Q4	$86.9K	Buy	696 +5	+0.7%	+$587	0.03%	100
2023 Q3	$79.5K	Sell	691 -97	-12%	-$11.8K	0.03%	94
2023 Q2	$96.5K	Buy	788 +73	+10%	+$8.92K	0.04%	78
2023 Q1	$88.5K	Buy	715 +34	+5%	+$4.28K	0.04%	80
2022 Q4	$85.2K	Buy	681 +1	+0.1%	+$124	0.04%	73
2022 Q3	$75.9K	Buy	+680	New	+$83.8K	0.04%	77

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

Abound Wealth Management's SDY Position: Q2 2026 in Review

Abound Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 151 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Abound Wealth Management first reported a position in SDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $96.5K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Abound Wealth Management held 151 shares of State Street SPDR S&P Dividend ETF worth $23K as of Q2 2026.
Abound Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #351 holding.
Abound Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $96.5K in Q2 2023.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.