BRWA
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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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 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. 261 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.
  • 261 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.