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

Central Valley 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	$600K	Sell	3,939 -121	-3%	-$18K	0.15%	109
2026 Q1	$592K	Buy	+4,060	New	+$605K	0.16%	103
2024 Q3	–	Sell	-618	Closed	-$860K	–	163
2024 Q2	$860K	Sell	618 -3,451	-85%	-$445K	0.37%	52
2024 Q1	$534K	Sell	4,069 -1	-0%	-$125	0.28%	74
2023 Q4	$509K	Buy	+4,070	New	+$478K	0.3%	77

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

Central Valley Advisors's SDY Position: Q2 2026 in Review

Central Valley Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, selling an estimated $18K and leaving 3,939 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #109.

Central Valley Advisors first reported a position in SDY in Q4 2023 and has held it in 5 quarters since. The position peaked at $860K in Q2 2024. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Central Valley Advisors held 3,939 shares of State Street SPDR S&P Dividend ETF worth $600K as of Q2 2026.
Central Valley Advisors sold 121 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $18K.
State Street SPDR S&P Dividend ETF made up 0.15% of Central Valley Advisors's portfolio in Q2 2026, its #109 holding.
Central Valley Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 5 quarters since.
Central Valley Advisors's State Street SPDR S&P Dividend ETF position peaked at $860K in Q2 2024.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.