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Clune & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clune & Associates’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 		$332K Sell
2,180
-334
-13% -$49.8K 0.05% 139
2026
Q1 		$367K Buy
+2,514
New +$375K 0.07% 127

Other funds holding SDY

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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Clune & Associates's SDY Position: Q2 2026 in Review

Clune & Associates reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q2 2026, selling an estimated $49.8K and leaving 2,180 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #139.

Clune & Associates first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $367K in Q1 2026. 298 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Clune & Associates held 2,180 shares of State Street SPDR S&P Dividend ETF worth $332K as of Q2 2026.
  • Clune & Associates sold 334 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $49.8K.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Clune & Associates's portfolio in Q2 2026, its #139 holding.
  • Clune & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Clune & Associates's State Street SPDR S&P Dividend ETF position peaked at $367K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.