Asset One Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Asset One Wealth Management's SDY Position: Q2 2026 in Review
Asset One Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, buying an estimated $7.6K and bringing the position to 1,747 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #303.
Asset One Wealth Management first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Asset One Wealth Management held 1,747 shares of State Street SPDR S&P Dividend ETF worth $266K as of Q2 2026.
- Asset One Wealth Management bought 51 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.6K.
- State Street SPDR S&P Dividend ETF made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #303 holding.
- Asset One Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.