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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$10M Buy
65,731
+2
+0% +$298 0.13% 67
2026
Q1 		$9.59M Sell
65,729
-362
-0.5% -$53.9K 0.14% 64
2025
Q4 		$9.2M Buy
66,091
+2
+0% +$278 0.14% 68
2025
Q3 		$9.26M Sell
66,089
-141
-0.2% -$19.7K 0.15% 64
2025
Q2 		$8.99M Sell
66,230
-217
-0.3% -$28.8K 0.15% 65
2025
Q1 		$9.02M Sell
66,447
-10,236
-13% -$1.38M 0.17% 62
2024
Q4 		$10.1M Buy
76,683
+4
+0% +$559 0.2% 55
2024
Q3 		$10.9M Buy
76,679
+14,691
+24% +$1.99M 0.25% 52
2024
Q2 		$7.88M Buy
61,988
+22
+0% +$2.83K 0.17% 57
2024
Q1 		$8.13M Sell
61,966
-218
-0.4% -$27.3K 0.19% 56
2023
Q4 		$7.77M Buy
62,184
+2
+0% +$235 0.19% 58
2023
Q3 		$7.15M Buy
62,182
+2
+0% +$244 0.2% 55
2023
Q2 		$7.62M Buy
62,180
+1
+0% +$122 0.21% 54
2023
Q1 		$7.69M Buy
62,179
+2
+0% +$252 0.23% 52
2022
Q4 		$7.78M Buy
+62,177
New +$7.68M 0.29% 52
2022
Q3 		– Sell
-62,348
Closed -$7.4M – 155
2022
Q2 		$7.4M Buy
62,348
+1
+0% +$125 0.31% 46
2022
Q1 		$7.99M Sell
62,347
-66
-0.1% -$8.34K 0.29% 53
2021
Q4 		$8.06M Sell
62,413
-3,198
-5% -$398K 0.29% 51
2021
Q3 		$7.71M Sell
65,611
-3,820
-6% -$468K 0.3% 50
2021
Q2 		$8.49M Buy
69,431
+1
+0% +$124 0.35% 46
2021
Q1 		$8.2M Sell
69,430
-80
-0.1% -$8.97K 0.39% 44
2020
Q4 		$7.36M Sell
69,510
-1,028
-1% -$104K 0.36% 48
2020
Q3 		$6.52M Sell
70,538
-1,873
-3% -$177K 0.37% 47
2020
Q2 		$6.6M Buy
+72,411
New +$6.36M 0.4% 44
2019
Q4 		$6.3M Buy
58,594
+20
+0% +$2.1K 0.5% 32
2019
Q3 		$6.01M Buy
58,574
+141
+0.2% +$14.2K 0.52% 31
2019
Q2 		$5.89M Sell
58,433
-7,826
-12% -$782K 0.59% 29
2019
Q1 		$6.59M Sell
66,259
-43,935
-40% -$4.22M 0.72% 29
2018
Q4 		$9.87M Sell
110,194
-324
-0.3% -$30.6K 0.98% 29
2018
Q3 		$10.8M Sell
110,518
-113
-0.1% -$11K 1.01% 26
2018
Q2 		$10.3M Sell
110,631
-5,502
-5% -$507K 1% 27
2018
Q1 		$10.6M Buy
116,133
+549
+0.5% +$51.3K 1.06% 26
2017
Q4 		$10.9M Buy
115,584
+1,245
+1% +$117K 1.12% 24
2017
Q3 		$10.4M Sell
114,339
-7,421
-6% -$665K 1.1% 26
2017
Q2 		$10.8M Sell
121,760
-1,801
-1% -$160K 1.21% 23
2017
Q1 		$10.9M Sell
123,561
-2,239
-2% -$196K 1.22% 20
2016
Q4 		$10.8M Sell
125,800
-4,459
-3% -$375K 1.23% 23
2016
Q3 		$11M Buy
130,259
+51,768
+66% +$4.41M 1.34% 21
2016
Q2 		$6.59M Sell
78,491
-18,488
-19% -$1.5M 0.95% 23
2016
Q1 		$7.75M Sell
96,979
-42,611
-31% -$3.16M 1.22% 17
2015
Q4 		$10.3M Sell
139,590
-54,803
-28% -$4.18M 1.73% 16
2015
Q3 		$14M Sell
194,393
-24,215
-11% -$1.82M 2.63% 10
2015
Q2 		$16.7M Sell
218,608
-28,982
-12% -$2.27M 3.32% 7
2015
Q1 		$19.4M Sell
247,590
-106,529
-30% -$8.36M 4.31% 5
2014
Q4 		$27.9M Sell
354,119
-36,666
-9% -$2.87M 6.04% 5
2014
Q3 		$29.3M Sell
390,785
-40,027
-9% -$3.04M 6.26% 5
2014
Q2 		$33M Sell
430,812
-24,174
-5% -$1.81M 6.5% 4
2014
Q1 		$33.5M Sell
454,986
-13,785
-3% -$992K 7.4% 3
2013
Q4 		$34M Sell
468,771
-15,626
-3% -$1.12M 8.53% 1
2013
Q3 		$33.4M Buy
484,397
+464,978
+2,394% +$32.1M 9.06% 1
2013
Q2 		$1.29M Buy
+19,419
New +$1.31M 3.52% 12

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SDY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0% in Q2 2026, buying an estimated $298 and bringing the position to 65,731 shares worth $10M. The position accounts for 0.13% of the portfolio, ranked #67.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SDY in Q2 2013 and has held it in 51 quarters since. The position peaked at $34M in Q4 2013. 571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 65,731 shares of State Street SPDR S&P Dividend ETF worth $10M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 2 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $298.
  • State Street SPDR S&P Dividend ETF made up 0.13% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 51 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $34M in Q4 2013.
  • 571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.