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

Cornerstone Wealth Management’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	$8.35M	Buy	54,868 +826	+2%	+$123K	0.36%	68
2026 Q1	$7.89M	Sell	54,042 -917	-2%	-$137K	0.39%	63
2025 Q4	$7.65M	Sell	54,959 -3,711	-6%	-$516K	0.4%	62
2025 Q3	$8.22M	Buy	58,670 +1,371	+2%	+$191K	0.45%	54
2025 Q2	$7.78M	Buy	57,299 +355	+0.6%	+$47.1K	0.47%	50
2025 Q1	$7.73M	Buy	56,944 +661	+1%	+$88.9K	0.52%	44
2024 Q4	$7.43M	Buy	56,283 +487	+0.9%	+$68K	0.5%	45
2024 Q3	$7.93M	Buy	55,796 +971	+2%	+$131K	0.56%	42
2024 Q2	$6.97M	Buy	54,825 +436	+0.8%	+$56.2K	0.54%	42
2024 Q1	$7.14M	Buy	54,389 +2,051	+4%	+$257K	0.58%	36
2023 Q4	$6.54M	Buy	52,338 +507	+1%	+$59.5K	0.56%	37
2023 Q3	$5.96M	Buy	51,831 +585	+1%	+$71.4K	0.56%	39
2023 Q2	$6.28M	Buy	51,246 +1,089	+2%	+$133K	0.56%	39
2023 Q1	$6.2M	Buy	+50,157	New	+$6.31M	0.61%	37
2022 Q3	$5.31M	Buy	47,639 +1,223	+3%	+$151K	0.59%	38
2022 Q2	$5.51M	Buy	46,416 +2,426	+6%	+$302K	0.61%	37
2022 Q1	$5.64M	Buy	43,990 +2,924	+7%	+$370K	0.55%	39
2021 Q4	$5.3M	Buy	41,066 +2,302	+6%	+$286K	0.51%	40
2021 Q3	$4.56M	Buy	38,764 +2,357	+6%	+$289K	0.48%	42
2021 Q2	$4.45M	Buy	36,407 +3,114	+9%	+$385K	0.47%	44
2021 Q1	$3.93M	Buy	33,293 +1,678	+5%	+$188K	0.46%	44
2020 Q4	$3.35M	Buy	31,615 +1,539	+5%	+$156K	0.42%	47
2020 Q3	$2.78M	Buy	30,076 +2,919	+11%	+$275K	0.41%	46
2020 Q2	$2.48M	Buy	27,157 +3,358	+14%	+$295K	0.4%	49
2020 Q1	$1.9M	Sell	23,799 -63,025	-73%	-$6.22M	0.37%	52
2019 Q4	$9.34M	Sell	86,824 -2,127	-2%	-$223K	1.51%	11
2019 Q3	$9.13M	Sell	88,951 -5,049	-5%	-$509K	1.61%	11
2019 Q2	$9.48M	Sell	94,000 -5,020	-5%	-$502K	1.7%	10
2019 Q1	$10.6M	Buy	99,020 +19,208	+24%	+$1.85M	1.28%	14
2018 Q4	$7.14M	Sell	79,812 -1,045,511	-93%	-$98.6M	1.53%	13
2018 Q3	$12.2M	Sell	1,125,323 -5,576,674	-83%	-$540M	0.15%	150
2018 Q2	$72.4M	Buy	6,701,997 +6,691,174	+61,824%	+$616M	0.82%	22
2018 Q1	$968K	Sell	10,823 -1,262	-10%	-$118K	0.18%	113
2017 Q4	$1.16M	Sell	12,085 -162	-1%	-$15.2K	0.22%	103
2017 Q3	$1.13M	Sell	12,247 -554	-4%	-$49.6K	0.23%	94
2017 Q2	$1.14M	Sell	12,801 -7,646	-37%	-$678K	0.25%	85
2017 Q1	$1.79M	Buy	20,447 +10,349	+102%	+$904K	0.44%	40
2016 Q4	$865K	Buy	10,098 +1,602	+19%	+$135K	0.28%	73
2016 Q3	$705K	Buy	+8,496	New	+$724K	0.26%	74
2016 Q1	$745K	Buy	+9,098	New	+$674K	0.57%	35

Other funds holding SDY

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Cornerstone Wealth Management's SDY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q2 2026, buying an estimated $123K and bringing the position to 54,868 shares worth $8.35M. The position accounts for 0.36% of the portfolio, ranked #68.

Cornerstone Wealth Management first reported a position in SDY in Q1 2016 and has held it in 40 quarters since. The position peaked at $72.4M in Q2 2018. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cornerstone Wealth Management held 54,868 shares of State Street SPDR S&P Dividend ETF worth $8.35M as of Q2 2026.
Cornerstone Wealth Management bought 826 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $123K.
State Street SPDR S&P Dividend ETF made up 0.36% of Cornerstone Wealth Management's portfolio in Q2 2026, its #68 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 40 quarters since.
Cornerstone Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $72.4M in Q2 2018.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.