BSW Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BSW Wealth 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	$499K	Buy	3,277 +4	+0.1%	+$596	0.06%	187
2026 Q1	$478K	Sell	3,273 -167	-5%	-$24.9K	0.06%	183
2025 Q4	$479K	Buy	3,440 +4	+0.1%	+$557	0.06%	183
2025 Q3	$481K	Buy	3,436 +4	+0.1%	+$558	0.06%	180
2025 Q2	$466K	Buy	3,432 +4	+0.1%	+$530	0.06%	172
2025 Q1	$465K	Buy	3,428 +4	+0.1%	+$538	0.07%	162
2024 Q4	$452K	Buy	+3,424	New	+$478K	0.07%	178
2024 Q3	–	Sell	-2,073	Closed	-$264K	–	329
2024 Q2	$264K	Buy	2,073 +4	+0.2%	+$515	0.04%	235
2024 Q1	$272K	Buy	+2,069	New	+$260K	0.05%	235

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

BSW Wealth Partners's SDY Position: Q2 2026 in Review

BSW Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.12% in Q2 2026, buying an estimated $596 and bringing the position to 3,277 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #187.

BSW Wealth Partners first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

BSW Wealth Partners held 3,277 shares of State Street SPDR S&P Dividend ETF worth $499K as of Q2 2026.
BSW Wealth Partners bought 4 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $596.
State Street SPDR S&P Dividend ETF made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #187 holding.
BSW Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.