Cambridge Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cambridge Advisors’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	$756K	Hold	4,966	–	–	0.13%	99
2026 Q1	$725K	Hold	4,966	–	–	0.14%	97
2025 Q4	$691K	Sell	4,966 -180	-3%	-$25K	0.13%	102
2025 Q3	$721K	Hold	5,146	–	–	0.14%	98
2025 Q2	$698K	Hold	5,146	–	–	0.15%	93
2025 Q1	$698K	Hold	5,146	–	–	0.15%	95
2024 Q4	$680K	Hold	5,146	–	–	0.15%	95
2024 Q3	$731K	Hold	5,146	–	–	0.16%	94
2024 Q2	$654K	Hold	5,146	–	–	0.15%	96
2024 Q1	$675K	Hold	5,146	–	–	0.16%	94
2023 Q4	$643K	Hold	5,146	–	–	0.16%	93
2023 Q3	$592K	Sell	5,146 -1,234	-19%	-$151K	0.16%	98
2023 Q2	$782K	Hold	6,380	–	–	0.2%	81
2023 Q1	$789K	Hold	6,380	–	–	0.2%	88
2022 Q4	$798K	Hold	6,380	–	–	0.21%	81
2022 Q3	$711K	Sell	6,380 -208	-3%	-$25.6K	0.2%	80
2022 Q2	$782K	Hold	6,588	–	–	0.21%	74
2022 Q1	$844K	Hold	6,588	–	–	0.2%	84
2021 Q4	$851K	Hold	6,588	–	–	0.19%	86
2021 Q3	$774K	Buy	6,588 +58	+0.9%	+$7.1K	0.19%	87
2021 Q2	$798K	Hold	6,530	–	–	0.19%	84
2021 Q1	$771K	Hold	6,530	–	–	0.2%	82
2020 Q4	$692K	Hold	6,530	–	–	0.19%	83
2020 Q3	$603K	Hold	6,530	–	–	0.18%	85
2020 Q2	$596K	Buy	6,530 +465	+8%	+$40.9K	0.19%	85
2020 Q1	$484K	Hold	6,065	–	–	0.18%	86
2019 Q4	$652K	Hold	6,065	–	–	0.2%	82
2019 Q3	$622K	Hold	6,065	–	–	0.21%	73
2019 Q2	$612K	Buy	6,065 +250	+4%	+$25K	0.2%	79
2019 Q1	$578K	Hold	5,815	–	–	0.2%	83
2018 Q4	$521K	Hold	5,815	–	–	0.19%	85
2018 Q3	$569K	Hold	5,815	–	–	0.19%	84
2018 Q2	$539K	Hold	5,815	–	–	0.19%	86
2018 Q1	$530K	Hold	5,815	–	–	0.19%	86
2017 Q4	$549K	Sell	5,815 -300	-5%	-$28.1K	0.2%	84
2017 Q3	$558K	Hold	6,115	–	–	0.21%	77
2017 Q2	$544K	Hold	6,115	–	–	0.22%	72
2017 Q1	$539K	Sell	6,115 -50	-0.8%	-$4.37K	0.22%	79
2016 Q4	$527K	Hold	6,165	–	–	0.23%	76
2016 Q3	$520K	Hold	6,165	–	–	0.23%	78
2016 Q2	$517K	Sell	6,165 -1,200	-16%	-$97.6K	0.24%	77
2016 Q1	$589K	Hold	7,365	–	–	0.27%	70
2015 Q4	$542K	Hold	7,365	–	–	0.31%	74
2015 Q3	$531K	Buy	7,365 +600	+9%	+$45.2K	0.31%	69
2015 Q2	$516K	Hold	6,765	–	–	0.29%	73
2015 Q1	$529K	Buy	6,765 +635	+10%	+$49.8K	0.31%	71
2014 Q4	$483K	Buy	+6,130	New	+$479K	0.3%	73

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

Cambridge Advisors's SDY Position: Q2 2026 in Review

Cambridge Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,966 shares worth $756K. The position accounts for 0.13% of the portfolio, ranked #99.

Cambridge Advisors first reported a position in SDY in Q4 2014 and has held it in 47 quarters since. The position peaked at $851K in Q4 2021. 313 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cambridge Advisors held 4,966 shares of State Street SPDR S&P Dividend ETF worth $756K as of Q2 2026.
Cambridge Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.13% of Cambridge Advisors's portfolio in Q2 2026, its #99 holding.
Cambridge Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's State Street SPDR S&P Dividend ETF position peaked at $851K in Q4 2021.
313 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.