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

Cornerstone Planning Group’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	$14.8K	Hold	96	–	–	﹤0.01%	770
2026 Q1	$14.3K	Sell	96 -12	-11%	-$1.79K	﹤0.01%	790
2025 Q4	$15.8K	Buy	108 +78	+260%	+$10.9K	﹤0.01%	648
2025 Q3	$2.09K	Sell	30 -78	-72%	-$10.9K	﹤0.01%	1152
2025 Q2	$14.9K	Hold	108	–	–	﹤0.01%	475
2025 Q1	$14K	Hold	108	–	–	﹤0.01%	483
2024 Q4	$14.7K	Sell	108 -4	-4%	-$559	﹤0.01%	359
2024 Q3	$15.6K	Hold	112	–	–	﹤0.01%	343
2024 Q2	$14.7K	Hold	112	–	–	﹤0.01%	367
2024 Q1	$14.4K	Sell	112 -110	-50%	-$13.8K	﹤0.01%	342
2023 Q4	$27.7K	Sell	222 -94	-30%	-$11K	0.01%	278
2023 Q3	$36.3K	Buy	316 +1	+0.3%	+$122	0.01%	214
2023 Q2	$38.6K	Buy	+315	New	+$38.5K	0.02%	289
2022 Q4	$649K	Buy	+5,197	New	+$642K	0.27%	50

Other funds holding SDY

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

JIC

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cornerstone Planning Group's SDY Position: Q2 2026 in Review

Cornerstone Planning Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 96 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Cornerstone Planning Group first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $649K in Q4 2022. 921 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cornerstone Planning Group held 96 shares of State Street SPDR S&P Dividend ETF worth $14.8K as of Q2 2026.
Cornerstone Planning Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #770 holding.
Cornerstone Planning Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's State Street SPDR S&P Dividend ETF position peaked at $649K in Q4 2022.
921 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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