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Altus Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Altus Wealth Group’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 		$898K Sell
5,901
-37
-0.6% -$5.51K 0.32% 60
2026
Q1 		$867K Sell
5,938
-2,863
-33% -$427K 0.36% 59
2025
Q4 		$1.22M Sell
8,801
-870
-9% -$121K 0.49% 37
2025
Q3 		$1.35M Buy
9,671
+111
+1% +$15.5K 0.56% 37
2025
Q2 		$1.3M Buy
9,560
+64
+0.7% +$8.49K 0.57% 37
2025
Q1 		$1.29M Sell
9,496
-33,176
-78% -$4.46M 0.6% 34
2024
Q4 		$5.64M Sell
42,672
-1,723
-4% -$241K 2.49% 10
2024
Q3 		$6.31M Sell
44,395
-6,496
-13% -$879K 2.7% 11
2024
Q2 		$6.47M Sell
50,891
-15,824
-24% -$2.04M 3.24% 7
2024
Q1 		$8.76M Sell
66,715
-8,562
-11% -$1.07M 4.39% 4
2023
Q4 		$9.41M Sell
75,277
-1,662
-2% -$195K 5.21% 2
2023
Q3 		$8.85M Buy
76,939
+307
+0.4% +$37.5K 5.61% 2
2023
Q2 		$9.39M Buy
76,632
+1,192
+2% +$146K 5.77% 2
2023
Q1 		$9.33M Sell
75,440
-30
-0% -$3.77K 6.29% 2
2022
Q4 		$9.44M Buy
75,470
+15,706
+26% +$1.94M 7.17% 2
2022
Q3 		$7.03M Hold
59,764
– – 6.98% 2
2022
Q2 		$7.03M Sell
59,764
-10,541
-15% -$1.31M 6.98% 2
2022
Q1 		$9.01M Sell
70,305
-6,080
-8% -$768K 7.38% 2
2021
Q4 		$9.86M Buy
76,385
+16,621
+28% +$2.07M 8.14% 2
2021
Q3 		$7.03M Sell
59,764
-5,943
-9% -$728K 6.98% 2
2021
Q2 		$8.04M Buy
65,707
+552
+0.8% +$68.2K 7.85% 2
2021
Q1 		$8.16M Buy
65,155
+2,296
+4% +$257K 8.11% 2
2020
Q4 		$6.66M Buy
+62,859
New +$6.36M 6.37% 2

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Altus Wealth Group's SDY Position: Q2 2026 in Review

Altus Wealth Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.62% in Q2 2026, selling an estimated $5.51K and leaving 5,901 shares worth $898K. The position accounts for 0.32% of the portfolio, ranked #60.

Altus Wealth Group first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.86M in Q4 2021. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Altus Wealth Group held 5,901 shares of State Street SPDR S&P Dividend ETF worth $898K as of Q2 2026.
  • Altus Wealth Group sold 37 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.51K.
  • State Street SPDR S&P Dividend ETF made up 0.32% of Altus Wealth Group's portfolio in Q2 2026, its #60 holding.
  • Altus Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $9.86M in Q4 2021.
  • 222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.