Bernardo Wealth Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bernardo Wealth Planning’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	$359K	Hold	2,358	–	–	0.06%	100
2026 Q1	$344K	Hold	2,358	–	–	0.07%	90
2025 Q4	$328K	Hold	2,358	–	–	0.06%	99
2025 Q3	$330K	Hold	2,358	–	–	0.06%	94
2025 Q2	$320K	Hold	2,358	–	–	0.07%	89
2025 Q1	$320K	Hold	2,358	–	–	0.08%	86
2024 Q4	$304K	Hold	2,358	–	–	0.07%	87
2024 Q3	$338K	Hold	2,358	–	–	0.08%	84
2024 Q2	$300K	Sell	2,358 -23	-1%	-$2.96K	0.08%	79
2024 Q1	$312K	Hold	2,381	–	–	0.09%	78
2023 Q4	$298K	Buy	2,381 +368	+18%	+$43.2K	0.09%	73
2023 Q3	$232K	Buy	2,013 +117	+6%	+$14.3K	0.09%	74
2023 Q2	$232K	Hold	1,896	–	–	0.09%	75
2023 Q1	$235K	Buy	+1,896	New	+$239K	0.1%	75
2019 Q4	–	Sell	-2,072	Closed	-$212K	–	169
2019 Q3	$212K	Buy	+2,072	New	+$209K	0.15%	144

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

Bernardo Wealth Planning's SDY Position: Q2 2026 in Review

Bernardo Wealth Planning held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,358 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #100.

Bernardo Wealth Planning first reported a position in SDY in Q3 2019 and has held it in 15 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Bernardo Wealth Planning held 2,358 shares of State Street SPDR S&P Dividend ETF worth $359K as of Q2 2026.
Bernardo Wealth Planning left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #100 holding.
Bernardo Wealth Planning first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 15 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.