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Ares Financial Consulting’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ares Financial Consulting’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 		$94.4K Buy
620
+4
+0.6% +$596 0.07% 153
2026
Q1 		$89.9K Buy
616
+4
+0.7% +$596 0.07% 149
2025
Q4 		$85.2K Buy
+612
New +$85.2K 0.08% 117

Other funds holding SDY

JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ares Financial Consulting's SDY Position: Q2 2026 in Review

Ares Financial Consulting increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.65% in Q2 2026, buying an estimated $596 and bringing the position to 620 shares worth $94.4K. The position accounts for 0.07% of the portfolio, ranked #153.

Ares Financial Consulting first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Ares Financial Consulting held 620 shares of State Street SPDR S&P Dividend ETF worth $94.4K as of Q2 2026.
  • Ares Financial Consulting bought 4 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $596.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Ares Financial Consulting's portfolio in Q2 2026, its #153 holding.
  • Ares Financial Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.