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

Baker Tilly 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	$713K	Buy	4,683 +1	+0%	+$149	0.15%	130
2026 Q1	$683K	Buy	+4,682	New	+$698K	0.17%	123
2025 Q4	–	Sell	-4,877	Closed	-$683K	–	294
2025 Q3	$683K	Hold	4,877	–	–	0.15%	122
2025 Q2	$662K	Hold	4,877	–	–	0.24%	98
2025 Q1	$662K	Hold	4,877	–	–	0.26%	97
2024 Q4	$644K	Buy	4,877 +17	+0.3%	+$2.37K	0.25%	94
2024 Q3	$690K	Sell	4,860 -1,060	-18%	-$143K	0.31%	82
2024 Q2	$753K	Sell	5,920 -6,675	-53%	-$860K	0.31%	81
2024 Q1	$1.65M	Sell	12,595 -808	-6%	-$101K	0.3%	78
2023 Q4	$1.67M	Hold	13,403	–	–	0.28%	81
2023 Q3	$1.54M	Hold	13,403	–	–	0.25%	85
2023 Q2	$1.64M	Sell	13,403 -3,068	-19%	-$375K	0.17%	128
2023 Q1	$2.04M	Buy	16,471 +197	+1%	+$24.8K	0.23%	100
2022 Q4	$2.04M	Buy	16,274 +18	+0.1%	+$2.22K	0.25%	93
2022 Q3	$1.81M	Buy	16,256 +32	+0.2%	+$3.94K	0.25%	90
2022 Q2	$1.93M	Sell	16,224 -4,010	-20%	-$500K	0.25%	84
2022 Q1	$2.59M	Buy	20,234 +264	+1%	+$33.4K	0.29%	73
2021 Q4	$2.58M	Buy	19,970 +11,427	+134%	+$1.42M	0.28%	71
2021 Q3	$1M	Hold	8,543	–	–	0.13%	165
2021 Q2	$1.04M	Hold	8,543	–	–	0.17%	138
2021 Q1	$1.01M	Hold	8,543	–	–	0.21%	113
2020 Q4	$905K	Buy	+8,543	New	+$864K	0.28%	89

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baker Tilly Wealth Management's SDY Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q2 2026, buying an estimated $149 and bringing the position to 4,683 shares worth $713K. The position accounts for 0.15% of the portfolio, ranked #130.

Baker Tilly Wealth Management first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.59M in Q1 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Baker Tilly Wealth Management held 4,683 shares of State Street SPDR S&P Dividend ETF worth $713K as of Q2 2026.
Baker Tilly Wealth Management bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.15% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #130 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
Baker Tilly Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.59M in Q1 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.