Badgley Phelps Wealth Managers’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Badgley Phelps Wealth Managers's SDY Position: Q2 2026 in Review
Badgley Phelps Wealth Managers reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.76% in Q2 2026, selling an estimated $32K and leaving 27,963 shares worth $4.26M. The position accounts for 0.07% of the portfolio, ranked #140.
Badgley Phelps Wealth Managers first reported a position in SDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.35M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Badgley Phelps Wealth Managers held 27,963 shares of State Street SPDR S&P Dividend ETF worth $4.26M as of Q2 2026.
- Badgley Phelps Wealth Managers sold 215 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $32K.
- State Street SPDR S&P Dividend ETF made up 0.07% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #140 holding.
- Badgley Phelps Wealth Managers first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 13 quarters since.
- Badgley Phelps Wealth Managers's State Street SPDR S&P Dividend ETF position peaked at $4.35M in Q3 2024.
- 1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.