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Beacon Financial Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beacon Financial Strategies’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 		$56.3K Buy
+370
New +$55.1K 0.03% 89

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
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM

Beacon Financial Strategies's SDY Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 370 shares worth $56.3K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings.

200 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Beacon Financial Strategies held 370 shares of State Street SPDR S&P Dividend ETF worth $56.3K as of Q2 2026.
  • State Street SPDR S&P Dividend ETF was a new Beacon Financial Strategies position in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #89 holding.
  • 200 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.