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

Broadwater Capital’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 		$4.26K Hold
28
– – ﹤0.01% 177
2026
Q1 		$3.9K Hold
28
– – ﹤0.01% 181
2025
Q4 		$3.9K Hold
28
– – ﹤0.01% 181
2025
Q3 		$3.92K Sell
28
-3,772
-99% -$526K ﹤0.01% 184
2025
Q2 		$3.8M Buy
3,800
+3,772
+13,471% +$500K ﹤0.01% 188
2025
Q1 		$3.8K Hold
28
– – ﹤0.01% 184
2024
Q4 		$3.7K Hold
28
– – ﹤0.01% 191
2024
Q3 		$3.98K Hold
28
– – ﹤0.01% 196
2024
Q2 		$3.56K Hold
28
– – ﹤0.01% 198
2024
Q1 		$3.67K Hold
28
– – ﹤0.01% 192
2023
Q4 		$3.5K Buy
+28
New +$3.29K ﹤0.01% 191

Other funds holding SDY

JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Broadwater Capital's SDY Position: Q2 2026 in Review

Broadwater Capital held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 28 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Broadwater Capital first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q2 2025. 786 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Broadwater Capital held 28 shares of State Street SPDR S&P Dividend ETF worth $4.26K as of Q2 2026.
  • Broadwater Capital 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 Broadwater Capital's portfolio in Q2 2026, its #177 holding.
  • Broadwater Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's State Street SPDR S&P Dividend ETF position peaked at $3.8M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.