Certified Advisory Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Certified Advisory Corp’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	$651K	Sell	4,279 -70	-2%	-$10.4K	0.05%	203
2026 Q1	$635K	Sell	4,349 -109	-2%	-$16.2K	0.06%	195
2025 Q4	$620K	Sell	4,458 -2,145	-32%	-$298K	0.06%	195
2025 Q3	$925K	Sell	6,603 -133	-2%	-$18.6K	0.09%	163
2025 Q2	$914K	Buy	6,736 +20	+0.3%	+$2.65K	0.1%	158
2025 Q1	$911K	Buy	6,716 +16	+0.2%	+$2.15K	0.1%	155
2024 Q4	$885K	Sell	6,700 -3	-0%	-$419	0.1%	154
2024 Q3	$952K	Buy	6,703 +500	+8%	+$67.6K	0.11%	148
2024 Q2	$789K	Sell	6,203 -85	-1%	-$10.9K	0.1%	153
2024 Q1	$825K	Sell	6,288 -264	-4%	-$33.1K	0.12%	142
2023 Q4	$819K	Sell	6,552 -223	-3%	-$26.2K	0.12%	141
2023 Q3	$779K	Sell	6,775 -36	-0.5%	-$4.39K	0.14%	126
2023 Q2	$835K	Buy	6,811 +838	+14%	+$102K	0.15%	123
2023 Q1	$739K	Sell	5,973 -9	-0.2%	-$1.13K	0.13%	145
2022 Q4	$748K	Buy	5,982 +569	+11%	+$70.3K	0.15%	138
2022 Q3	$604K	Buy	5,413 +407	+8%	+$50.1K	0.14%	136
2022 Q2	$594K	Buy	5,006 +15	+0.3%	+$1.87K	0.13%	139
2022 Q1	$639K	Sell	4,991 -27	-0.5%	-$3.41K	0.14%	140
2021 Q4	$648K	Sell	5,018 -149	-3%	-$18.5K	0.14%	143
2021 Q3	$607K	Sell	5,167 -833	-14%	-$102K	0.15%	140
2021 Q2	$734K	Sell	6,000 -504	-8%	-$62.3K	0.18%	123
2021 Q1	$768K	Buy	+6,504	New	+$729K	0.2%	109
2020 Q2	$841K	Sell	9,221 -2,423	-21%	-$213K	0.28%	89
2020 Q1	$930K	Sell	11,644 -25	-0.2%	-$2.47K	0.37%	66
2019 Q4	$1.25M	Sell	11,669 -86	-0.7%	-$9.03K	0.4%	60
2019 Q3	$1.21M	Buy	11,755 +434	+4%	+$43.8K	0.42%	59
2019 Q2	$1.14M	Sell	11,321 -66	-0.6%	-$6.6K	0.42%	60
2019 Q1	$1.13M	Buy	11,387 +228	+2%	+$21.9K	0.48%	52
2018 Q4	$999K	Buy	11,159 +120	+1%	+$11.3K	0.52%	48
2018 Q3	$1.08M	Buy	11,039 +106	+1%	+$10.3K	0.5%	48
2018 Q2	$1.01M	Sell	10,933 -383	-3%	-$35.3K	0.56%	47
2018 Q1	$1.03M	Buy	11,316 +2,484	+28%	+$232K	0.61%	43
2017 Q4	$834K	Buy	+8,832	New	+$828K	0.6%	45

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Certified Advisory Corp's SDY Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 4,279 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #203.

Certified Advisory Corp first reported a position in SDY in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.25M in Q4 2019. 482 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Certified Advisory Corp held 4,279 shares of State Street SPDR S&P Dividend ETF worth $651K as of Q2 2026.
Certified Advisory Corp sold 70 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR S&P Dividend ETF made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #203 holding.
Certified Advisory Corp first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's State Street SPDR S&P Dividend ETF position peaked at $1.25M in Q4 2019.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.