Baugh & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Baugh & Associates’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	$289K	Hold	1,900	–	–	0.13%	42
2026 Q1	$277K	Hold	1,900	–	–	0.12%	42
2025 Q4	$264K	Sell	1,900 -235	-11%	-$32.7K	0.13%	39
2025 Q3	$290K	Hold	2,135	–	–	0.14%	37
2025 Q2	$281K	Sell	2,135 -203	-9%	-$26.9K	0.15%	39
2025 Q1	$308K	Sell	2,338 -97	-4%	-$13K	0.16%	37
2024 Q4	$313K	Sell	2,435 -365	-13%	-$51K	0.16%	36
2024 Q3	$359K	Sell	2,800 -230	-8%	-$31.1K	0.19%	33
2024 Q2	$420K	Sell	3,030 -394	-12%	-$50.8K	0.22%	32
2024 Q1	$449K	Sell	3,424 -392	-10%	-$49.2K	0.24%	32
2023 Q4	$477K	Sell	3,816 -274	-7%	-$32.2K	0.27%	32
2023 Q3	$470K	Sell	4,090 -146	-3%	-$17.8K	0.29%	33
2023 Q2	$519K	Sell	4,236 -24	-0.6%	-$2.93K	0.31%	34
2023 Q1	$527K	Sell	4,260 -7	-0.2%	-$881	0.34%	33
2022 Q4	$534K	Hold	4,267	–	–	0.35%	33
2022 Q3	$476K	Sell	4,267 -641	-13%	-$79K	0.34%	33
2022 Q2	$583K	Sell	4,908 -115	-2%	-$14.3K	0.39%	33
2022 Q1	$643K	Sell	5,023 -80	-2%	-$10.1K	0.38%	33
2021 Q4	$659K	Buy	+5,103	New	+$635K	0.36%	34

Other funds holding SDY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Baugh & Associates's SDY Position: Q2 2026 in Review

Baugh & Associates held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,900 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #42.

Baugh & Associates first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $659K in Q4 2021. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Baugh & Associates held 1,900 shares of State Street SPDR S&P Dividend ETF worth $289K as of Q2 2026.
Baugh & Associates left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.13% of Baugh & Associates's portfolio in Q2 2026, its #42 holding.
Baugh & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Baugh & Associates's State Street SPDR S&P Dividend ETF position peaked at $659K in Q4 2021.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.