Accurate Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Accurate Wealth Management's SDY Position: Q2 2026 in Review
Accurate Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,753 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #482 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in SDY as recently as Q3 2024.
Accurate Wealth Management first reported a position in SDY in Q4 2022 and has held it in 3 quarters since. The position peaked at $379K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Accurate Wealth Management held 1,753 shares of State Street SPDR S&P Dividend ETF worth $271K as of Q2 2026.
- State Street SPDR S&P Dividend ETF was a new Accurate Wealth Management position in Q2 2026.
- State Street SPDR S&P Dividend ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #482 holding.
- Accurate Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 3 quarters since.
- Accurate Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $379K in Q4 2022.
- 1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.