Clark Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clark Wealth Partners’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	$39.3K	Buy	258 +1	+0.4%	+$149	0.02%	132
2026 Q1	$37.5K	Buy	257 +2	+0.8%	+$298	0.03%	124
2025 Q4	$35.5K	Hold	255	–	–	0.02%	127
2025 Q3	$35.5K	Buy	255 +3	+1%	+$418	0.02%	127
2025 Q2	$34.2K	Buy	252 +2	+0.8%	+$265	0.02%	113
2025 Q1	$33.9K	Buy	250 +2	+0.8%	+$269	0.03%	117
2024 Q4	$32.8K	Buy	+248	New	+$34.6K	0.03%	103

Other funds holding SDY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Wealth Partners's SDY Position: Q2 2026 in Review

Clark Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.39% in Q2 2026, buying an estimated $149 and bringing the position to 258 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #132.

Clark Wealth Partners first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,199 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Clark Wealth Partners held 258 shares of State Street SPDR S&P Dividend ETF worth $39.3K as of Q2 2026.
Clark Wealth Partners bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #132 holding.
Clark Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,199 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.