Center for Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Center for Financial Planning’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	$244K	Hold	1,603	–	–	0.02%	159
2026 Q1	$234K	Hold	1,603	–	–	0.02%	158
2025 Q4	$223K	Hold	1,603	–	–	0.02%	165
2025 Q3	$225K	Sell	1,603 -6	-0.4%	-$837	0.02%	161
2025 Q2	$218K	Hold	1,609	–	–	0.03%	157
2025 Q1	$218K	Sell	1,609 -24	-1%	-$3.23K	0.03%	152
2024 Q4	$216K	Hold	1,633	–	–	0.03%	149
2024 Q3	$232K	Sell	1,633 -30	-2%	-$4.06K	0.03%	145
2024 Q2	$212K	Sell	1,663 -24	-1%	-$3.09K	0.03%	142
2024 Q1	$221K	Buy	1,687 +24	+1%	+$3.01K	0.03%	140
2023 Q4	$208K	Hold	1,663	–	–	0.04%	136
2023 Q3	$191K	Sell	1,663 -93	-5%	-$11.4K	0.04%	134
2023 Q2	$215K	Buy	1,756 +339	+24%	+$41.4K	0.05%	129
2023 Q1	$175K	Hold	1,417	–	–	0.04%	138
2022 Q4	$177K	Sell	1,417 -83	-6%	-$10.3K	0.04%	138
2022 Q3	$167K	Sell	1,500 -65	-4%	-$8.01K	0.04%	132
2022 Q2	$186K	Hold	1,565	–	–	0.05%	126
2022 Q1	$200K	Hold	1,565	–	–	0.04%	131
2021 Q4	$202K	Hold	1,565	–	–	0.04%	130
2021 Q3	$184K	Hold	1,565	–	–	0.04%	132
2021 Q2	$191K	Hold	1,565	–	–	0.05%	132
2021 Q1	$185K	Buy	1,565 +978	+167%	+$110K	0.05%	128
2020 Q4	$62K	Hold	587	–	–	0.02%	188
2020 Q3	$54K	Buy	587 +75	+15%	+$7.07K	0.02%	181
2020 Q2	$47K	Sell	512 -1,770	-78%	-$156K	0.02%	189
2020 Q1	$182K	Buy	2,282 +2,002	+715%	+$197K	0.06%	111
2019 Q4	$30K	Buy	+280	New	+$29.4K	0.01%	226

Other funds holding SDY

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

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Center for Financial Planning's SDY Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,603 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #159.

Center for Financial Planning first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Center for Financial Planning held 1,603 shares of State Street SPDR S&P Dividend ETF worth $244K as of Q2 2026.
Center for Financial Planning left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #159 holding.
Center for Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.