Bogart Wealth LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bogart Wealth LLC’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	$58.5K	Buy	384 +14	+4%	+$2.09K	﹤0.01%	500
2026 Q1	$54K	Buy	+370	New	+$55.1K	﹤0.01%	470
2021 Q2	–	Sell	-42	Closed	-$5K	–	724
2021 Q1	$5K	Hold	42	–	–	﹤0.01%	489
2020 Q4	$4K	Sell	42 -20	-32%	-$2.02K	﹤0.01%	384
2020 Q3	$5K	Hold	62	–	–	﹤0.01%	363
2020 Q2	$6K	Hold	62	–	–	﹤0.01%	338
2020 Q1	$5K	Hold	62	–	–	﹤0.01%	331
2019 Q4	$7K	Hold	62	–	–	﹤0.01%	311
2019 Q3	$6K	Hold	62	–	–	﹤0.01%	292
2019 Q2	$6K	Hold	62	–	–	﹤0.01%	272
2019 Q1	$6K	Buy	62 +8	+15%	+$769	﹤0.01%	273
2018 Q4	$4K	Hold	54	–	–	﹤0.01%	296
2018 Q3	$5K	Hold	54	–	–	﹤0.01%	272
2018 Q2	$5K	Hold	54	–	–	﹤0.01%	281
2018 Q1	$5K	Hold	54	–	–	﹤0.01%	283
2017 Q4	$5K	Hold	54	–	–	﹤0.01%	285
2017 Q3	$5K	Buy	+54	New	+$4.84K	﹤0.01%	280

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

Bogart Wealth LLC's SDY Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.8% in Q2 2026, buying an estimated $2.09K and bringing the position to 384 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Bogart Wealth LLC first reported a position in SDY in Q3 2017 and has held it in 17 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Bogart Wealth LLC held 384 shares of State Street SPDR S&P Dividend ETF worth $58.5K as of Q2 2026.
Bogart Wealth LLC bought 14 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.09K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #500 holding.
Bogart Wealth LLC first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and has held it in 17 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.