Cornerstone Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cornerstone Advisory’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	$7M	Buy	45,968 +220	+0.5%	+$32.8K	0.58%	38
2026 Q1	$6.68M	Sell	45,748 -571	-1%	-$85.1K	0.63%	34
2025 Q4	$6.45M	Buy	46,319 +142	+0.3%	+$19.8K	0.61%	34
2025 Q3	$6.47M	Sell	46,177 -26	-0.1%	-$3.63K	0.64%	34
2025 Q2	$6.27M	Sell	46,203 -72	-0.2%	-$9.55K	0.67%	36
2025 Q1	$6.06M	Buy	46,275 +251	+0.5%	+$33.8K	0.71%	34
2024 Q4	$6.18M	Buy	46,024 +1,284	+3%	+$179K	0.7%	33
2024 Q3	$6.35M	Buy	44,740 +330	+0.7%	+$44.6K	0.84%	30
2024 Q2	$5.65M	Sell	44,410 -257	-0.6%	-$33.1K	0.79%	33
2024 Q1	$5.86M	Buy	44,667 +23	+0.1%	+$2.88K	0.84%	32
2023 Q4	$5.58M	Sell	44,644 -4,579	-9%	-$538K	0.87%	29
2023 Q3	$5.66M	Sell	49,223 -6,715	-12%	-$820K	0.99%	25
2023 Q2	$6.86M	Sell	55,938 -531	-0.9%	-$64.9K	1.2%	20
2023 Q1	$6.99M	Buy	56,469 +268	+0.5%	+$33.7K	1.26%	20
2022 Q4	$7.03M	Buy	56,201 +980	+2%	+$121K	1.39%	18
2022 Q3	$6.16M	Buy	55,221 +814	+1%	+$100K	1.38%	19
2022 Q2	$6.46M	Sell	54,407 -10,897	-17%	-$1.36M	1.48%	17
2022 Q1	$8.37M	Buy	65,304 +2,274	+4%	+$287K	1.28%	19
2021 Q4	$8.14M	Buy	63,030 +3,784	+6%	+$471K	1.17%	18
2021 Q3	$6.96M	Buy	59,246 +1,887	+3%	+$231K	1.15%	18
2021 Q2	$7.01M	Sell	57,359 -3,101	-5%	-$383K	1.18%	18
2021 Q1	$7.14M	Buy	60,460 +7,443	+14%	+$834K	1.35%	17
2020 Q4	$5.62M	Sell	53,017 -489	-0.9%	-$49.5K	1.14%	20
2020 Q3	$4.94M	Sell	53,506 -9,535	-15%	-$899K	1.15%	22
2020 Q2	$5.75M	Sell	63,041 -7,880	-11%	-$693K	1.5%	15
2020 Q1	$5.66M	Sell	70,921 -2,320	-3%	-$229K	1.72%	17
2019 Q4	$7.88M	Sell	73,241 -3,267	-4%	-$343K	1.63%	18
2019 Q3	$7.85M	Sell	76,508 -666	-0.9%	-$67.1K	1.69%	16
2019 Q2	$7.79M	Buy	77,174 +1,889	+3%	+$189K	1.69%	16
2019 Q1	$7.48M	Buy	75,285 +447	+0.6%	+$43K	1.65%	16
2018 Q4	$6.7M	Buy	74,838 +4,284	+6%	+$404K	1.76%	18
2018 Q3	$6.91M	Sell	70,554 -19,986	-22%	-$1.94M	2.05%	15
2018 Q2	$8.39M	Buy	90,540 +3,782	+4%	+$348K	2.76%	8
2018 Q1	$7.91M	Buy	86,758 +4,370	+5%	+$408K	2.85%	7
2017 Q4	$7.78M	Sell	82,388 -1,745	-2%	-$164K	2.67%	10
2017 Q3	$7.68M	Sell	84,133 -8,581	-9%	-$769K	2.6%	9
2017 Q2	$8.24M	Buy	92,714 +2,510	+3%	+$222K	2.76%	6
2017 Q1	$7.95M	Buy	90,204 +687	+0.8%	+$60K	4.01%	5
2016 Q4	$7.66M	Sell	89,517 -471	-0.5%	-$39.6K	5.75%	4
2016 Q3	$7.59M	Buy	89,988 +424	+0.5%	+$36.1K	6.23%	4
2016 Q2	$7.52M	Sell	89,564 -1,697	-2%	-$138K	6.32%	4
2016 Q1	$7.29M	Sell	91,261 -4,300	-4%	-$319K	6.23%	4
2015 Q4	$7.03M	Buy	+95,561	New	+$7.28M	6.05%	5

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Cornerstone Advisory's SDY Position: Q2 2026 in Review

Cornerstone Advisory increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.48% in Q2 2026, buying an estimated $32.8K and bringing the position to 45,968 shares worth $7M. The position accounts for 0.58% of the portfolio, ranked #38.

Cornerstone Advisory first reported a position in SDY in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.39M in Q2 2018. 571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cornerstone Advisory held 45,968 shares of State Street SPDR S&P Dividend ETF worth $7M as of Q2 2026.
Cornerstone Advisory bought 220 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $32.8K.
State Street SPDR S&P Dividend ETF made up 0.58% of Cornerstone Advisory's portfolio in Q2 2026, its #38 holding.
Cornerstone Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 43 quarters since.
Cornerstone Advisory's State Street SPDR S&P Dividend ETF position peaked at $8.39M in Q2 2018.
571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.