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

Csenge Advisory 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	$625K	Buy	4,105 +172	+4%	+$25.6K	0.03%	412
2026 Q1	$574K	Buy	3,933 +31	+0.8%	+$4.62K	0.03%	406
2025 Q4	$543K	Buy	3,902 +8	+0.2%	+$1.11K	0.02%	422
2025 Q3	$545K	Sell	3,894 -6,863	-64%	-$957K	0.03%	411
2025 Q2	$1.45M	Sell	10,757 -2	-0%	-$265	0.08%	205
2025 Q1	$1.39M	Sell	10,759 -5,273	-33%	-$709K	0.08%	202
2024 Q4	$2.12M	Buy	16,032 +12,062	+304%	+$1.68M	0.12%	134
2024 Q3	$562K	Buy	3,970 +333	+9%	+$45K	0.03%	396
2024 Q2	$463K	Buy	3,637 +7	+0.2%	+$902	0.03%	420
2024 Q1	$476K	Buy	3,630 +5	+0.1%	+$627	0.03%	446
2023 Q4	$453K	Buy	3,625 +8	+0.2%	+$939	0.03%	426
2023 Q3	$416K	Sell	3,617 -43	-1%	-$5.25K	0.03%	414
2023 Q2	$449K	Sell	3,660 -329	-8%	-$40.2K	0.03%	400
2023 Q1	$493K	Sell	3,989 -13,951	-78%	-$1.76M	0.04%	351
2022 Q4	$2.24M	Sell	17,940 -235	-1%	-$29K	0.17%	108
2022 Q3	$2.03M	Buy	18,175 +13,994	+335%	+$1.72M	0.17%	110
2022 Q2	$496K	Buy	4,181 +1,028	+33%	+$128K	0.04%	338
2022 Q1	$404K	Sell	3,153 -4,106	-57%	-$519K	0.03%	418
2021 Q4	$893K	Buy	7,259 +2,371	+49%	+$295K	0.08%	219
2021 Q3	$581K	Sell	4,888 -2,371	-33%	-$290K	0.05%	333
2021 Q2	$893K	Buy	+7,259	New	+$897K	0.08%	219
2020 Q3	–	Sell	-3,896	Closed	-$355K	–	434
2020 Q2	$355K	Buy	+3,896	New	+$342K	0.05%	250

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Csenge Advisory Group's SDY Position: Q2 2026 in Review

Csenge Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.4% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,105 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #412.

Csenge Advisory Group first reported a position in SDY in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.24M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Csenge Advisory Group held 4,105 shares of State Street SPDR S&P Dividend ETF worth $625K as of Q2 2026.
Csenge Advisory Group bought 172 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $25.6K.
State Street SPDR S&P Dividend ETF made up 0.03% of Csenge Advisory Group's portfolio in Q2 2026, its #412 holding.
Csenge Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 22 quarters since.
Csenge Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $2.24M in Q4 2022.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.