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

Beaird Harris 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	$352K	Hold	2,312	–	–	0.02%	112
2026 Q1	$337K	Sell	2,312 -485	-17%	-$72.3K	0.02%	112
2025 Q4	$389K	Buy	+2,797	New	+$389K	0.03%	101
2024 Q3	–	Sell	-562	Closed	-$71.5K	–	679
2024 Q2	$71.5K	Hold	562	–	–	0.01%	187
2024 Q1	$73.8K	Hold	562	–	–	0.01%	175
2023 Q4	$70.2K	Hold	562	–	–	0.01%	167
2023 Q3	$64.6K	Hold	562	–	–	0.01%	153
2023 Q2	$68.9K	Hold	562	–	–	0.01%	152
2023 Q1	$69.5K	Hold	562	–	–	0.01%	148
2022 Q4	$70.3K	Hold	562	–	–	0.01%	159
2022 Q3	$63K	Buy	+562	New	+$69.2K	0.01%	148
2022 Q2	–	Sell	-562	Closed	-$72K	–	569
2022 Q1	$72K	Hold	562	–	–	0.03%	159
2021 Q4	$73K	Buy	+562	New	+$69.9K	0.03%	196

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

Beaird Harris Wealth Management's SDY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,312 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #112.

Beaird Harris Wealth Management first reported a position in SDY in Q4 2021 and has held it in 13 quarters since. The position peaked at $389K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Beaird Harris Wealth Management held 2,312 shares of State Street SPDR S&P Dividend ETF worth $352K as of Q2 2026.
Beaird Harris Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #112 holding.
Beaird Harris Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 13 quarters since.
Beaird Harris Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $389K in Q4 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.