Adamsbrown Wealth Consultants’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Adamsbrown Wealth Consultants’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	$428K	Buy	2,814 +12	+0.4%	+$1.79K	0.08%	96
2026 Q1	$409K	Sell	2,802 -185	-6%	-$27.6K	0.11%	85
2025 Q4	$416K	Sell	2,987 -61	-2%	-$8.49K	0.12%	76
2025 Q3	$427K	Sell	3,048 -151	-5%	-$21.1K	0.12%	69
2025 Q2	$434K	Sell	3,199 -289	-8%	-$38.3K	0.13%	58
2025 Q1	$473K	Sell	3,488 -203	-5%	-$27.3K	0.15%	53
2024 Q4	$488K	Sell	3,691 -1,017	-22%	-$142K	0.17%	49
2024 Q3	$669K	Sell	4,708 -517	-10%	-$69.9K	0.23%	39
2024 Q2	$665K	Sell	5,225 -4,679	-47%	-$603K	0.26%	34
2024 Q1	$1.3M	Sell	9,904 -69,700	-88%	-$8.74M	0.53%	21
2023 Q4	$9.95M	Buy	79,604 +3,802	+5%	+$446K	4.33%	9
2023 Q3	$8.72M	Buy	75,802 +4,489	+6%	+$548K	4.29%	8
2023 Q2	$8.74M	Buy	71,313 +10,238	+17%	+$1.25M	4.62%	8
2023 Q1	$7.56M	Buy	61,075 +7,215	+13%	+$908K	4.35%	8
2022 Q4	$6.74M	Buy	53,860 +7,240	+16%	+$894K	4.09%	8
2022 Q3	$5.2M	Buy	46,620 +1,440	+3%	+$177K	3.96%	7
2022 Q2	$5.36M	Buy	45,180 +7,989	+21%	+$996K	4.22%	7
2022 Q1	$4.76M	Buy	37,191 +5,715	+18%	+$722K	3.77%	6
2021 Q4	$4.06M	Buy	+31,476	New	+$3.92M	3.66%	6

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

Adamsbrown Wealth Consultants's SDY Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.43% in Q2 2026, buying an estimated $1.79K and bringing the position to 2,814 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #96.

Adamsbrown Wealth Consultants first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.95M in Q4 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Adamsbrown Wealth Consultants held 2,814 shares of State Street SPDR S&P Dividend ETF worth $428K as of Q2 2026.
Adamsbrown Wealth Consultants bought 12 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.79K.
State Street SPDR S&P Dividend ETF made up 0.08% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #96 holding.
Adamsbrown Wealth Consultants first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Adamsbrown Wealth Consultants's State Street SPDR S&P Dividend ETF position peaked at $9.95M in Q4 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.