Caliber Wealth Management (Kansas)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Caliber Wealth Management (Kansas)’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	$486K	Sell	3,195 -53	-2%	-$7.9K	0.05%	189
2026 Q1	$474K	Sell	3,248 -15	-0.5%	-$2.23K	0.05%	179
2025 Q4	$454K	Sell	3,263 -60	-2%	-$8.35K	0.05%	183
2025 Q3	$465K	Sell	3,323 -88	-3%	-$12.3K	0.05%	178
2025 Q2	$463K	Buy	3,411 +1,364	+67%	+$181K	0.05%	187
2025 Q1	$278K	Buy	+2,047	New	+$275K	0.04%	206

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SDY Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q2 2026, selling an estimated $7.9K and leaving 3,195 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #189.

Caliber Wealth Management (Kansas) first reported a position in SDY in Q1 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Caliber Wealth Management (Kansas) held 3,195 shares of State Street SPDR S&P Dividend ETF worth $486K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 53 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.9K.
State Street SPDR S&P Dividend ETF made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #189 holding.
Caliber Wealth Management (Kansas) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 6 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.