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Birchwood Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Birchwood Financial Partners’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 		$7.65K Hold
50
– – 0.01% 297
2026
Q1 		$7.29K Hold
50
– – 0.01% 300
2025
Q4 		$6.95K Buy
+50
New +$6.96K 0.01% 297

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Birchwood Financial Partners's SDY Position: Q2 2026 in Review

Birchwood Financial Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 50 shares worth $7.65K. The position accounts for 0.01% of the portfolio, ranked #297.

Birchwood Financial Partners first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Birchwood Financial Partners held 50 shares of State Street SPDR S&P Dividend ETF worth $7.65K as of Q2 2026.
  • Birchwood Financial Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #297 holding.
  • Birchwood Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.