Butensky & Cohen Financial Security’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Butensky & Cohen Financial Security’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	$1.47M	Buy	9,686 +172	+2%	+$25.6K	0.36%	85
2026 Q1	$1.39M	Buy	9,514 +66	+0.7%	+$9.83K	0.37%	85
2025 Q4	$1.31M	Buy	9,448 +431	+5%	+$60K	0.36%	81
2025 Q3	$1.26M	Buy	9,017 +187	+2%	+$26.1K	0.35%	78
2025 Q2	$1.2M	Buy	8,830 +341	+4%	+$45.2K	0.36%	79
2025 Q1	$1.15M	Buy	8,489 +157	+2%	+$21.1K	0.35%	80
2024 Q4	$1.1M	Buy	8,332 +49	+0.6%	+$6.84K	0.35%	80
2024 Q3	$1.18M	Buy	8,283 +66	+0.8%	+$8.93K	0.35%	76
2024 Q2	$1.05M	Buy	8,217 +48	+0.6%	+$6.18K	0.33%	78
2024 Q1	$1.07M	Buy	8,169 +377	+5%	+$47.3K	0.33%	75
2023 Q4	$974K	Buy	7,792 +181	+2%	+$21.2K	0.32%	78
2023 Q3	$875K	Sell	7,611 -19	-0.2%	-$2.32K	0.32%	81
2023 Q2	$935K	Buy	7,630 +314	+4%	+$38.4K	0.34%	78
2023 Q1	$905K	Buy	7,316 +237	+3%	+$29.8K	0.33%	78
2022 Q4	$886K	Buy	7,079 +309	+5%	+$38.2K	0.33%	77
2022 Q3	$755K	Buy	6,770 +302	+5%	+$37.2K	0.31%	80
2022 Q2	$768K	Buy	+6,468	New	+$806K	0.31%	83

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Butensky & Cohen Financial Security's SDY Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 9,686 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #85.

Butensky & Cohen Financial Security first reported a position in SDY in Q2 2022 and has held it in 17 quarters since. 331 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Butensky & Cohen Financial Security held 9,686 shares of State Street SPDR S&P Dividend ETF worth $1.47M as of Q2 2026.
Butensky & Cohen Financial Security bought 172 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $25.6K.
State Street SPDR S&P Dividend ETF made up 0.36% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #85 holding.
Butensky & Cohen Financial Security first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 17 quarters since.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.