Daymark Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Daymark Wealth Partners’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	$1.73M	Buy	11,372 +8	+0.1%	+$1.19K	0.04%	269
2026 Q1	$1.66M	Buy	11,364 +375	+3%	+$55.9K	0.05%	234
2025 Q4	$1.53M	Sell	10,989 -59	-0.5%	-$8.21K	0.05%	226
2025 Q3	$1.55M	Buy	11,048 +61	+0.6%	+$8.51K	0.05%	224
2025 Q2	$1.49M	Buy	10,987 +84	+0.8%	+$11.1K	0.06%	211
2025 Q1	$1.48M	Buy	10,903 +59	+0.5%	+$7.93K	0.06%	194
2024 Q4	$1.43M	Sell	10,844 -2,126	-16%	-$297K	0.06%	196
2024 Q3	$1.84M	Sell	12,970 -715	-5%	-$96.7K	0.08%	173
2024 Q2	$1.74M	Buy	13,685 +11,590	+553%	+$1.49M	0.08%	170
2024 Q1	$275K	Buy	+2,095	New	+$263K	0.01%	361

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

Daymark Wealth Partners's SDY Position: Q2 2026 in Review

Daymark Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.07% in Q2 2026, buying an estimated $1.19K and bringing the position to 11,372 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #269.

Daymark Wealth Partners first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Daymark Wealth Partners held 11,372 shares of State Street SPDR S&P Dividend ETF worth $1.73M as of Q2 2026.
Daymark Wealth Partners bought 8 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.19K.
State Street SPDR S&P Dividend ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #269 holding.
Daymark Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Daymark Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $1.84M in Q3 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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