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Clarity Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clarity 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 		$453K Sell
2,976
-122
-4% -$18.2K 0.08% 70
2026
Q1 		$452K Sell
3,098
-24
-0.8% -$3.58K 0.09% 69
2025
Q4 		$434K Buy
3,122
+5
+0.2% +$696 0.09% 73
2025
Q3 		$437K Buy
3,117
+4
+0.1% +$558 0.1% 71
2025
Q2 		$423K Buy
3,113
+4
+0.1% +$530 0.1% 69
2025
Q1 		$422K Sell
3,109
-46
-1% -$6.19K 0.12% 62
2024
Q4 		$417K Buy
3,155
+641
+25% +$89.5K 0.11% 66
2024
Q3 		$357K Hold
2,514
– – 0.1% 71
2024
Q2 		$320K Hold
2,514
– – 0.1% 74
2024
Q1 		$330K Buy
2,514
+75
+3% +$9.41K 0.11% 73
2023
Q4 		$305K Sell
2,439
-385
-14% -$45.2K 0.12% 71
2023
Q3 		$325K Sell
2,824
-159
-5% -$19.4K 0.15% 55
2023
Q2 		$366K Hold
2,983
– – 0.16% 54
2023
Q1 		$369K Hold
2,983
– – 0.19% 49
2022
Q4 		$373K Buy
2,983
+285
+11% +$35.2K 0.22% 47
2022
Q3 		$300K Hold
2,698
– – 0.18% 48
2022
Q2 		$320K Buy
2,698
+45
+2% +$5.61K 0.18% 49
2022
Q1 		$339K Sell
2,653
-54
-2% -$6.83K 0.16% 51
2021
Q4 		$349K Hold
2,707
– – 0.16% 51
2021
Q3 		$318K Buy
+2,707
New +$332K 0.16% 53
2020
Q1 		– Sell
-2,100
Closed -$225K – 65
2019
Q4 		$225K Buy
+2,100
New +$220K 0.19% 60

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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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 $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Clarity Wealth Advisors's SDY Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q2 2026, selling an estimated $18.2K and leaving 2,976 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #70.

Clarity Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 21 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Clarity Wealth Advisors held 2,976 shares of State Street SPDR S&P Dividend ETF worth $453K as of Q2 2026.
  • Clarity Wealth Advisors sold 122 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $18.2K.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Clarity Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Clarity Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 21 quarters since.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.