Atwood & Palmer’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atwood & Palmer’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	$30.4K	Hold	200	–	–	﹤0.01%	289
2026 Q1	$29.2K	Hold	200	–	–	﹤0.01%	293
2025 Q4	$27.8K	Hold	200	–	–	﹤0.01%	292
2025 Q3	$28K	Hold	200	–	–	﹤0.01%	298
2025 Q2	$27.1K	Sell	200 -550	-73%	-$72.9K	﹤0.01%	289
2025 Q1	$102K	Hold	750	–	–	0.01%	183
2024 Q4	$99.1K	Hold	750	–	–	0.01%	178
2024 Q3	$107K	Hold	750	–	–	0.01%	179
2024 Q2	$95.4K	Sell	750 -550	-42%	-$70.8K	0.01%	182
2024 Q1	$171K	Hold	1,300	–	–	0.01%	155
2023 Q4	$162K	Sell	1,300 -450	-26%	-$52.8K	0.01%	158
2023 Q3	$201K	Hold	1,750	–	–	0.02%	139
2023 Q2	$215K	Buy	1,750 +1,550	+775%	+$189K	0.02%	144
2023 Q1	$24.7K	Hold	200	–	–	﹤0.01%	251
2022 Q4	$25K	Hold	200	–	–	﹤0.01%	267
2022 Q3	$22K	Hold	200	–	–	﹤0.01%	260
2022 Q2	$24K	Hold	200	–	–	﹤0.01%	276
2022 Q1	$26K	Hold	200	–	–	﹤0.01%	293
2021 Q4	$26K	Hold	200	–	–	﹤0.01%	291
2021 Q3	$24K	Hold	200	–	–	﹤0.01%	291
2021 Q2	$24K	Hold	200	–	–	﹤0.01%	279
2021 Q1	$24K	Hold	200	–	–	﹤0.01%	274
2020 Q4	$21K	Hold	200	–	–	﹤0.01%	274
2020 Q3	$18K	Hold	200	–	–	﹤0.01%	237
2020 Q2	$18K	Hold	200	–	–	﹤0.01%	229
2020 Q1	$16K	Hold	200	–	–	﹤0.01%	232
2019 Q4	$22K	Hold	200	–	–	﹤0.01%	220
2019 Q3	$21K	Hold	200	–	–	﹤0.01%	230
2019 Q2	$20K	Hold	200	–	–	﹤0.01%	226
2019 Q1	$20K	Hold	200	–	–	﹤0.01%	222
2018 Q4	$18K	Hold	200	–	–	﹤0.01%	220
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	235
2018 Q2	$19K	Hold	200	–	–	﹤0.01%	238
2018 Q1	$18K	Sell	200 -125	-38%	-$11.7K	﹤0.01%	233
2017 Q4	$31K	Hold	325	–	–	﹤0.01%	201
2017 Q3	$30K	Hold	325	–	–	﹤0.01%	204
2017 Q2	$29K	Hold	325	–	–	﹤0.01%	213
2017 Q1	$29K	Hold	325	–	–	﹤0.01%	200
2016 Q4	$28K	Hold	325	–	–	0.01%	206
2016 Q3	$27K	Hold	325	–	–	﹤0.01%	204
2016 Q2	$27K	Hold	325	–	–	﹤0.01%	209
2016 Q1	$26K	Sell	325 -260	-44%	-$19.3K	﹤0.01%	215
2015 Q4	$43K	Hold	585	–	–	0.01%	211
2015 Q3	$42K	Hold	585	–	–	0.01%	202
2015 Q2	$45K	Hold	585	–	–	0.01%	190
2015 Q1	$46K	Sell	585 -370	-39%	-$29K	0.01%	189
2014 Q4	$76K	Hold	955	–	–	0.01%	180
2014 Q3	$72K	Sell	955 -45	-5%	-$3.42K	0.01%	184
2014 Q2	$77K	Buy	+1,000	New	+$74.9K	0.02%	170

Other funds holding SDY

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

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Atwood & Palmer's SDY Position: Q2 2026 in Review

Atwood & Palmer held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 200 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Atwood & Palmer first reported a position in SDY in Q2 2014 and has held it in 49 quarters since. The position peaked at $215K in Q2 2023. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Atwood & Palmer held 200 shares of State Street SPDR S&P Dividend ETF worth $30.4K as of Q2 2026.
Atwood & Palmer left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #289 holding.
Atwood & Palmer first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's State Street SPDR S&P Dividend ETF position peaked at $215K in Q2 2023.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.