Cascade Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cascade Financial 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	$797K	Sell	5,239 -157	-3%	-$23.4K	0.07%	142
2026 Q1	$787K	Buy	5,396 +74	+1%	+$11K	0.08%	134
2025 Q4	$741K	Sell	5,322 -80	-1%	-$11.1K	0.08%	139
2025 Q3	$757K	Hold	5,402	–	–	0.09%	137
2025 Q2	$733K	Sell	5,402 -81	-1%	-$10.7K	0.09%	136
2025 Q1	$744K	Sell	5,483 -52	-0.9%	-$6.99K	0.09%	126
2024 Q4	$731K	Buy	5,535 +66	+1%	+$9.22K	0.1%	121
2024 Q3	$773K	Buy	5,469 +300	+6%	+$40.6K	0.1%	117
2024 Q2	$657K	Hold	5,169	–	–	0.09%	122
2024 Q1	$651K	Buy	+5,169	New	+$648K	0.09%	123

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

Cascade Financial Partners's SDY Position: Q2 2026 in Review

Cascade Financial Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q2 2026, selling an estimated $23.4K and leaving 5,239 shares worth $797K. The position accounts for 0.07% of the portfolio, ranked #142.

Cascade Financial Partners first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cascade Financial Partners held 5,239 shares of State Street SPDR S&P Dividend ETF worth $797K as of Q2 2026.
Cascade Financial Partners sold 157 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $23.4K.
State Street SPDR S&P Dividend ETF made up 0.07% of Cascade Financial Partners's portfolio in Q2 2026, its #142 holding.
Cascade Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.