B. Riley Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

B. Riley Wealth 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	$1.17M	Buy	7,644 +197	+3%	+$29.4K	0.06%	279
2026 Q1	$1.08M	Buy	7,447 +164	+2%	+$24.4K	0.07%	273
2025 Q4	$1.01M	Sell	7,283 -173	-2%	-$24.1K	0.05%	341
2025 Q3	$1.04M	Sell	7,456 -1,565	-17%	-$218K	0.05%	333
2025 Q2	$1.22M	Buy	+9,021	New	+$1.2M	0.06%	307
2024 Q4	$1.95M	Sell	14,763 -1,423	-9%	-$199K	0.06%	286
2024 Q3	$2.29M	Sell	16,186 -5,657	-26%	-$765K	0.06%	290
2024 Q2	$2.78M	Sell	21,843 -2,590	-11%	-$334K	0.07%	260
2024 Q1	$2.81M	Buy	24,433 +1,068	+5%	+$134K	0.08%	256
2023 Q4	$2.92M	Sell	23,365 -1,068	-4%	-$125K	0.08%	264
2023 Q3	$2.81M	Sell	24,433 -1,495	-6%	-$182K	0.08%	256
2023 Q2	$3.18M	Sell	25,928 -290	-1%	-$35.4K	0.07%	264
2023 Q1	$3.24M	Sell	26,218 -1,207	-4%	-$152K	0.09%	230
2022 Q4	$3.43M	Buy	27,425 +3,145	+13%	+$388K	0.1%	222
2022 Q3	$2.71M	Buy	24,280 +1,436	+6%	+$177K	0.08%	242
2022 Q2	$2.71M	Sell	22,844 -4,466	-16%	-$557K	0.11%	183
2022 Q1	$3.5M	Sell	27,310 -3,144	-10%	-$397K	0.11%	186
2021 Q4	$3.93M	Sell	30,454 -269	-0.9%	-$33.5K	0.11%	194
2021 Q3	$3.61M	Buy	30,723 +1,525	+5%	+$187K	0.11%	197
2021 Q2	$3.57M	Buy	29,198 +1,412	+5%	+$175K	0.12%	203
2021 Q1	$3.28M	Buy	27,786 +15,140	+120%	+$1.7M	0.12%	200
2020 Q4	$1.34M	Sell	12,646 -157	-1%	-$15.9K	0.07%	264
2020 Q3	$1.18M	Buy	12,803 +595	+5%	+$56.1K	0.06%	286
2020 Q2	$1.11M	Buy	12,208 +42	+0.3%	+$3.69K	0.07%	259
2020 Q1	$972K	Sell	12,166 -83	-0.7%	-$8.19K	0.08%	243
2019 Q4	$1.32M	Sell	12,249 -387	-3%	-$40.6K	0.11%	203
2019 Q3	$1.3M	Buy	12,636 +988	+8%	+$99.6K	0.13%	182
2019 Q2	$1.18M	Sell	11,648 -1,832	-14%	-$183K	0.13%	178
2019 Q1	$1.34M	Buy	13,480 +8,195	+155%	+$788K	0.17%	135
2018 Q4	$474K	Sell	5,285 -239	-4%	-$22.5K	0.07%	311
2018 Q3	$541K	Sell	5,524 -181	-3%	-$17.5K	0.06%	332
2018 Q2	$529K	Buy	5,705 +613	+12%	+$56.4K	0.07%	311
2018 Q1	$465K	Buy	5,092 +821	+19%	+$76.7K	0.07%	328
2017 Q4	$404K	Buy	4,271 +505	+13%	+$47.3K	0.05%	367
2017 Q3	$344K	Buy	3,766 +8	+0.2%	+$717	0.06%	344
2017 Q2	$334K	Sell	3,758 -42	-1%	-$3.72K	0.06%	335
2017 Q1	$335K	Sell	3,800 -762	-17%	-$66.6K	0.07%	311
2016 Q4	$391K	Sell	4,562 -9,638	-68%	-$810K	0.08%	281
2016 Q3	$1.2M	Buy	14,200 +1,078	+8%	+$91.9K	0.24%	111
2016 Q2	$1.1M	Buy	13,122 +688	+6%	+$55.9K	0.22%	118
2016 Q1	$994K	Sell	12,434 -1,224	-9%	-$90.7K	0.23%	105
2015 Q4	$1M	Buy	13,658 +607	+5%	+$46.3K	0.2%	129
2015 Q3	$942K	Buy	13,051 +1,782	+16%	+$134K	0.23%	117
2015 Q2	$860K	Sell	11,269 -6,051	-35%	-$474K	0.21%	124
2015 Q1	$1.35M	Sell	17,320 -3,854	-18%	-$302K	0.33%	72
2014 Q4	$6.85K	Buy	21,174 +4,002	+23%	+$313K	0.15%	160
2014 Q3	$1.29M	Sell	17,172 -6,393	-27%	-$485K	0.33%	65
2014 Q2	$896K	Buy	23,565 +4,933	+26%	+$370K	0.21%	104
2014 Q1	$1.37M	Sell	18,632 -1,308	-7%	-$94.1K	0.41%	46
2013 Q4	$1.45M	Buy	19,940 +2,903	+17%	+$209K	0.46%	41
2013 Q3	$1.18M	Sell	17,037 -9,178	-35%	-$633K	0.4%	52
2013 Q2	$1.74M	Buy	+26,215	New	+$1.77M	0.59%	27

Other funds holding SDY

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

B. Riley Wealth Advisors's SDY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.6% in Q2 2026, buying an estimated $29.4K and bringing the position to 7,644 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #279.

B. Riley Wealth Advisors first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.93M in Q4 2021. 298 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

B. Riley Wealth Advisors held 7,644 shares of State Street SPDR S&P Dividend ETF worth $1.17M as of Q2 2026.
B. Riley Wealth Advisors bought 197 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $29.4K.
State Street SPDR S&P Dividend ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #279 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.93M in Q4 2021.
298 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.