Axxcess Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Axxcess Wealth Management’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	$2.58M	Buy	16,966 +87	+0.5%	+$13K	0.04%	348
2026 Q1	$2.46M	Buy	16,879 +4,821	+40%	+$718K	0.08%	176
2025 Q4	$1.68M	Buy	12,058 +4,332	+56%	+$603K	0.03%	407
2025 Q3	$1.08M	Buy	7,726 +39	+0.5%	+$5.44K	0.02%	428
2025 Q2	$1.04M	Sell	7,687 -125	-2%	-$16.6K	0.02%	417
2025 Q1	$1.06M	Sell	7,812 -11,405	-59%	-$1.53M	0.03%	384
2024 Q4	$2.54M	Buy	19,217 +1,262	+7%	+$176K	0.06%	233
2024 Q3	$2.55M	Sell	17,955 -426	-2%	-$57.6K	0.06%	226
2024 Q2	$2.34M	Buy	18,381 +1,757	+11%	+$226K	0.06%	228
2024 Q1	$2.18M	Sell	16,624 -4,346	-21%	-$545K	0.06%	238
2023 Q4	$2.62M	Sell	20,970 -279	-1%	-$32.8K	0.08%	203
2023 Q3	$2.44M	Buy	21,249 +4,720	+29%	+$576K	0.08%	179
2023 Q2	$2.03M	Sell	16,529 -1,110	-6%	-$136K	0.15%	132
2023 Q1	$2.18M	Buy	17,639 +1,134	+7%	+$143K	0.17%	129
2022 Q4	$2.06M	Buy	16,505 +6,225	+61%	+$769K	0.17%	120
2022 Q3	$1.15M	Buy	10,280 +6,737	+190%	+$830K	0.11%	170
2022 Q2	$421K	Hold	3,543	–	–	0.04%	338
2022 Q1	$454K	Buy	3,543 +90	+3%	+$11.4K	0.04%	375
2021 Q4	$446K	Buy	+3,453	New	+$430K	0.03%	384

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

WFM

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Axxcess Wealth Management's SDY Position: Q2 2026 in Review

Axxcess Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.52% in Q2 2026, buying an estimated $13K and bringing the position to 16,966 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #348.

Axxcess Wealth Management first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2023. 737 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Axxcess Wealth Management held 16,966 shares of State Street SPDR S&P Dividend ETF worth $2.58M as of Q2 2026.
Axxcess Wealth Management bought 87 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13K.
State Street SPDR S&P Dividend ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #348 holding.
Axxcess Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.62M in Q4 2023.
737 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.