Avant Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Avant Financial Advisors’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	$314K	Hold	2,065	–	–	0.2%	59
2026 Q1	$301K	Hold	2,065	–	–	0.21%	58
2025 Q4	$287K	Hold	2,065	–	–	0.21%	60
2025 Q3	$289K	Hold	2,065	–	–	0.22%	57
2025 Q2	$280K	Hold	2,065	–	–	0.23%	55
2025 Q1	$280K	Hold	2,065	–	–	0.25%	56
2024 Q4	$273K	Buy	+2,065	New	+$288K	0.25%	56

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

Avant Financial Advisors's SDY Position: Q2 2026 in Review

Avant Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,065 shares worth $314K. The position accounts for 0.2% of the portfolio, ranked #59.

Avant Financial Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Avant Financial Advisors held 2,065 shares of State Street SPDR S&P Dividend ETF worth $314K as of Q2 2026.
Avant Financial 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 0.2% of Avant Financial Advisors's portfolio in Q2 2026, its #59 holding.
Avant Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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