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

Benchmark 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
2025 Q2	$765K	Sell	5,636 -50	-0.9%	-$6.63K	0.34%	33
2025 Q1	$771K	Hold	5,686	–	–	0.37%	30
2024 Q4	$751K	Hold	5,686	–	–	0.37%	26
2024 Q3	$808K	Hold	5,686	–	–	0.4%	24
2024 Q2	$723K	Hold	5,686	–	–	0.39%	26
2024 Q1	$746K	Hold	5,686	–	–	0.41%	25
2023 Q4	$711K	Sell	5,686 -200	-3%	-$23.5K	0.42%	24
2023 Q3	$677K	Sell	5,886 -200	-3%	-$24.4K	0.43%	26
2023 Q2	$746K	Hold	6,086	–	–	0.45%	23
2023 Q1	$750K	Hold	6,086	–	–	0.48%	23
2022 Q4	$761K	Buy	6,086 +750	+14%	+$92.6K	0.55%	21
2022 Q3	$595K	Hold	5,336	–	–	0.47%	22
2022 Q2	$633K	Sell	5,336 -899	-14%	-$112K	0.47%	21
2022 Q1	$799K	Hold	6,235	–	–	0.54%	17
2021 Q4	$805K	Hold	6,235	–	–	0.52%	18
2021 Q3	$733K	Sell	6,235 -194	-3%	-$23.8K	0.52%	17
2021 Q2	$786K	Sell	6,429 -288	-4%	-$35.6K	0.54%	18
2021 Q1	$793K	Hold	6,717	–	–	0.59%	16
2020 Q4	$712K	Hold	6,717	–	–	0.54%	17
2020 Q3	$621K	Hold	6,717	–	–	0.49%	19
2020 Q2	$613K	Hold	6,717	–	–	0.52%	18
2020 Q1	$536K	Hold	6,717	–	–	0.54%	16
2019 Q4	$723K	Buy	+6,717	New	+$705K	0.62%	19

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benchmark Wealth Management's SDY Position: Q2 2025 in Review

Benchmark Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.88% in Q2 2025, selling an estimated $6.63K and leaving 5,636 shares worth $765K. The position accounts for 0.34% of the portfolio, ranked #33.

Benchmark Wealth Management first reported a position in SDY in Q4 2019 and has held it in 23 quarters since. The position peaked at $808K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Benchmark Wealth Management held 5,636 shares of State Street SPDR S&P Dividend ETF worth $765K as of Q2 2025.
Benchmark Wealth Management sold 50 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $6.63K.
State Street SPDR S&P Dividend ETF made up 0.34% of Benchmark Wealth Management's portfolio in Q2 2025, its #33 holding.
Benchmark Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $808K in Q3 2024.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.