Action Point Financial Planning’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Action Point Financial Planning’s Portfolio SPDG Stock Details SPDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.8K	Buy	+406	New	+$18.3K	﹤0.01%	1154

Other funds holding SPDG

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BOM

Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's SPDG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) in Q2 2026: 406 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

10 funds tracked by Wall St. Rank hold SPDG as of Q2 2026.

Action Point Financial Planning held 406 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $18.8K as of Q2 2026.
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1154 holding.
10 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.