Cove Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cove Private Wealth’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	$2.09M	Buy	13,709 +294	+2%	+$43.8K	0.4%	44
2026 Q1	$1.96M	Buy	13,415 +5,597	+72%	+$834K	0.44%	44
2025 Q4	$1.09M	Hold	7,818	–	–	0.32%	70
2025 Q3	$1.09M	Hold	7,818	–	–	0.35%	69
2025 Q2	$1.06M	Buy	7,818 +680	+10%	+$90.2K	0.37%	67
2025 Q1	$968K	Hold	7,138	–	–	0.51%	54
2024 Q4	$943K	Buy	+7,138	New	+$997K	0.57%	45

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 $44.6B AUM 28.94% 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

Cove Private Wealth's SDY Position: Q2 2026 in Review

Cove Private Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.2% in Q2 2026, buying an estimated $43.8K and bringing the position to 13,709 shares worth $2.09M. The position accounts for 0.4% of the portfolio, ranked #44.

Cove Private Wealth first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cove Private Wealth held 13,709 shares of State Street SPDR S&P Dividend ETF worth $2.09M as of Q2 2026.
Cove Private Wealth bought 294 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $43.8K.
State Street SPDR S&P Dividend ETF made up 0.4% of Cove Private Wealth's portfolio in Q2 2026, its #44 holding.
Cove Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
608 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.