Approach Retirement Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$408K Hold
2,680
0.3% 55
2026
Q1
$391K Hold
2,680
0.33% 55
2025
Q4
$373K Buy
+2,680
New +$373K 0.32% 56

Other funds holding SDY

Approach Retirement Advisors's SDY Position: Q2 2026 in Review

Approach Retirement Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,680 shares worth $408K. The position accounts for 0.3% of the portfolio, ranked #55.

Approach Retirement Advisors first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Approach Retirement Advisors held 2,680 shares of State Street SPDR S&P Dividend ETF worth $408K as of Q2 2026.
  • Approach Retirement Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.3% of Approach Retirement Advisors's portfolio in Q2 2026, its #55 holding.
  • Approach Retirement Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.