Certified Advisory Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
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 | $1.26M | 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
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 $1.26M in Q4 2019. 1,252 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 $1.26M in Q4 2019.
- 1,252 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.