Avantax Planning Partners’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 | $1.58M | Buy |
10,391
+279
| +3% | +$41.6K | 0.04% | 159 |
|
|
2026
Q1 | $1.48M | Sell |
10,112
-167
| -2% | -$24.9K | 0.04% | 156 |
|
|
2025
Q4 | $1.43M | Buy |
10,279
+9
| +0.1% | +$1.25K | 0.04% | 160 |
|
|
2025
Q3 | $1.44M | Buy |
10,270
+7
| +0.1% | +$976 | 0.04% | 160 |
|
|
2025
Q2 | $1.39M | Buy |
10,263
+9
| +0.1% | +$1.19K | 0.04% | 162 |
|
|
2025
Q1 | $1.39M | Buy |
10,254
+1,724
| +20% | +$232K | 0.05% | 152 |
|
|
2024
Q4 | $1.13M | Sell |
8,530
-107
| -1% | -$14.9K | 0.04% | 175 |
|
|
2024
Q3 | $1.23M | Sell |
8,637
-1,697
| -16% | -$230K | 0.04% | 165 |
|
|
2024
Q2 | $1.31M | Buy |
10,334
+8
| +0.1% | +$1.03K | 0.04% | 184 |
|
|
2024
Q1 | $1.36M | Sell |
10,326
-975
| -9% | -$122K | 0.04% | 183 |
|
|
2023
Q4 | $1.41M | Sell |
11,301
-542
| -5% | -$63.6K | 0.05% | 146 |
|
|
2023
Q3 | $1.36M | Sell |
11,843
-593
| -5% | -$72.4K | 0.06% | 139 |
|
|
2023
Q2 | $1.52M | Sell |
12,436
-4
| -0% | -$489 | 0.06% | 130 |
|
|
2023
Q1 | $1.54M | Buy |
12,440
+669
| +6% | +$84.2K | 0.06% | 126 |
|
|
2022
Q4 | $1.47M | Sell |
11,771
-2,692
| -19% | -$332K | 0.06% | 128 |
|
|
2022
Q3 | $1.61M | Hold |
14,463
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $1.72M | Hold |
14,463
| – | – | 0.07% | 110 |
|
|
2022
Q1 | $1.85M | Sell |
14,463
-1,000
| -6% | -$126K | 0.07% | 112 |
|
|
2021
Q4 | $2M | Hold |
15,463
| – | – | 0.08% | 103 |
|
|
2021
Q3 | $1.82M | Sell |
15,463
-1,292
| -8% | -$158K | 0.08% | 96 |
|
|
2021
Q2 | $2.05M | Buy |
16,755
+835
| +5% | +$103K | 0.1% | 86 |
|
|
2021
Q1 | $1.88M | Sell |
15,920
-925
| -5% | -$104K | 0.1% | 89 |
|
|
2020
Q4 | $1.78M | Buy |
16,845
+2,710
| +19% | +$274K | 0.09% | 90 |
|
|
2020
Q3 | $1.31M | Buy |
14,135
+8
| +0.1% | +$754 | 0.07% | 112 |
|
|
2020
Q2 | $1.29M | Buy |
14,127
+132
| +0.9% | +$11.6K | 0.07% | 108 |
|
|
2020
Q1 | $1.12M | Buy |
13,995
+490
| +4% | +$48.3K | 0.08% | 102 |
|
|
2019
Q4 | $1.45M | Buy |
13,505
+62
| +0.5% | +$6.51K | 0.09% | 88 |
|
|
2019
Q3 | $1.38M | Sell |
13,443
-166
| -1% | -$16.7K | 0.08% | 89 |
|
|
2019
Q2 | $1.39M | Sell |
13,609
-524
| -4% | -$52.4K | 0.09% | 86 |
|
|
2019
Q1 | $1.41M | Sell |
14,133
-1,355
| -9% | -$130K | 0.1% | 82 |
|
|
2018
Q4 | $1.39M | Hold |
15,488
| – | – | 0.1% | 78 |
|
|
2018
Q3 | $1.52M | Buy |
15,488
+675
| +5% | +$65.4K | 0.12% | 64 |
|
|
2018
Q2 | $1.37M | Sell |
14,813
-3,560
| -19% | -$328K | 0.12% | 64 |
|
|
2018
Q1 | $1.68M | Buy |
18,373
+1,510
| +9% | +$141K | 0.14% | 60 |
|
|
2017
Q4 | $1.59M | Sell |
16,863
-101
| -0.6% | -$9.46K | 0.15% | 58 |
|
|
2017
Q3 | $1.55M | Buy |
16,964
+168
| +1% | +$15.1K | 0.12% | 77 |
|
|
2017
Q2 | $1.49M | Sell |
16,796
-1,452
| -8% | -$129K | 0.13% | 79 |
|
|
2017
Q1 | $1.61M | Sell |
18,248
-957
| -5% | -$83.6K | 0.14% | 64 |
|
|
2016
Q4 | $1.64M | Buy |
+19,205
| New | +$1.61M | 0.18% | 55 |
|
Other funds holding SDY
JIC
Avantax Planning Partners's SDY Position: Q2 2026 in Review
Avantax Planning Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.8% in Q2 2026, buying an estimated $41.6K and bringing the position to 10,391 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #159.
Avantax Planning Partners first reported a position in SDY in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.05M in Q2 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Avantax Planning Partners held 10,391 shares of State Street SPDR S&P Dividend ETF worth $1.58M as of Q2 2026.
- Avantax Planning Partners bought 279 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $41.6K.
- State Street SPDR S&P Dividend ETF made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #159 holding.
- Avantax Planning Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's State Street SPDR S&P Dividend ETF position peaked at $2.05M in Q2 2021.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.