Drucker Wealth 3.0’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Drucker Wealth 3.0’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	$1.83M	Sell	12,056 -55	-0.5%	-$8.19K	0.29%	73
2026 Q1	$1.77M	Sell	12,111 -240	-2%	-$35.8K	0.31%	73
2025 Q4	$1.72M	Sell	12,351 -1,027	-8%	-$143K	0.3%	70
2025 Q3	$1.87M	Sell	13,378 -862	-6%	-$120K	0.33%	65
2025 Q2	$1.97M	Sell	14,240 -620	-4%	-$82.2K	0.38%	62
2025 Q1	$2.02M	Sell	14,860 -3,420	-19%	-$460K	0.44%	57
2024 Q4	$2.41M	Sell	18,280 -761	-4%	-$106K	0.56%	50
2024 Q3	$2.7M	Buy	19,041 +142	+0.8%	+$19.2K	0.65%	48
2024 Q2	$2.4M	Buy	+18,899	New	+$2.43M	0.64%	54

Other funds holding SDY

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Drucker Wealth 3.0's SDY Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.45% in Q2 2026, selling an estimated $8.19K and leaving 12,056 shares worth $1.83M. The position accounts for 0.29% of the portfolio, ranked #73.

Drucker Wealth 3.0 first reported a position in SDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.7M in Q3 2024. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Drucker Wealth 3.0 held 12,056 shares of State Street SPDR S&P Dividend ETF worth $1.83M as of Q2 2026.
Drucker Wealth 3.0 sold 55 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.19K.
State Street SPDR S&P Dividend ETF made up 0.29% of Drucker Wealth 3.0's portfolio in Q2 2026, its #73 holding.
Drucker Wealth 3.0 first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's State Street SPDR S&P Dividend ETF position peaked at $2.7M in Q3 2024.
222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.