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Diversified Enterprises’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Diversified Enterprises’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 		$236K Hold
1,551
– – 0.01% 382
2026
Q1 		$226K Hold
1,551
– – 0.01% 379
2025
Q4 		$216K Buy
+1,551
New +$216K 0.01% 365

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Diversified Enterprises's SDY Position: Q2 2026 in Review

Diversified Enterprises held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,551 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #382.

Diversified Enterprises first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Diversified Enterprises held 1,551 shares of State Street SPDR S&P Dividend ETF worth $236K as of Q2 2026.
  • Diversified Enterprises 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 Diversified Enterprises's portfolio in Q2 2026, its #382 holding.
  • Diversified Enterprises first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.