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Apella Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Apella Capital’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 		$528K Sell
3,396
-260
-7% -$38.7K 0.01% 466
2026
Q1 		$545K Buy
3,656
+535
+17% +$79.7K 0.01% 451
2025
Q4 		$434K Buy
+3,121
New +$434K 0.01% 383

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

Apella Capital's SDY Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.1% in Q2 2026, selling an estimated $38.7K and leaving 3,396 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #466.

Apella Capital first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $545K in Q1 2026. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Apella Capital held 3,396 shares of State Street SPDR S&P Dividend ETF worth $528K as of Q2 2026.
  • Apella Capital sold 260 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $38.7K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #466 holding.
  • Apella Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's State Street SPDR S&P Dividend ETF position peaked at $545K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.