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

Bensler’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	$215K	Sell	1,410 -85	-6%	-$12.7K	0.02%	187
2026 Q1	$218K	Buy	1,495 +7	+0.5%	+$1.04K	0.02%	179
2025 Q4	$207K	Buy	1,488 +9	+0.6%	+$1.25K	0.02%	177
2025 Q3	$207K	Buy	+1,479	New	+$206K	0.02%	170
2024 Q4	–	Sell	-1,447	Closed	-$205K	–	172
2024 Q3	$205K	Buy	+1,447	New	+$196K	0.03%	159
2024 Q1	–	Sell	-1,865	Closed	-$233K	–	166
2023 Q4	$233K	Sell	1,865 -133	-7%	-$15.6K	0.04%	140
2023 Q3	$230K	Buy	1,998 +10	+0.5%	+$1.22K	0.04%	136
2023 Q2	$244K	Buy	+1,988	New	+$243K	0.05%	139
2023 Q1	–	Sell	-2,308	Closed	-$289K	–	159
2022 Q4	$289K	Buy	2,308 +180	+8%	+$22.2K	0.06%	124
2022 Q3	$237K	Buy	2,128 +14	+0.7%	+$1.72K	0.06%	133
2022 Q2	$251K	Buy	2,114 +63	+3%	+$7.86K	0.06%	133
2022 Q1	$263K	Buy	+2,051	New	+$259K	0.06%	136

Other funds holding SDY

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

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 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 $43.3B AUM 29.3% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Bensler's SDY Position: Q2 2026 in Review

Bensler reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.7% in Q2 2026, selling an estimated $12.7K and leaving 1,410 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #187.

Bensler first reported a position in SDY in Q1 2022 and has held it in 12 quarters since. The position peaked at $289K in Q4 2022. 482 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Bensler held 1,410 shares of State Street SPDR S&P Dividend ETF worth $215K as of Q2 2026.
Bensler sold 85 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $12.7K.
State Street SPDR S&P Dividend ETF made up 0.02% of Bensler's portfolio in Q2 2026, its #187 holding.
Bensler first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 12 quarters since.
Bensler's State Street SPDR S&P Dividend ETF position peaked at $289K in Q4 2022.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.