Ehrlich Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ehrlich Financial 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	$805K	Sell	5,290 -131	-2%	-$19.5K	0.41%	54
2026 Q1	$791K	Buy	5,421 +829	+18%	+$124K	0.45%	56
2025 Q4	$639K	Sell	4,592 -110	-2%	-$15.3K	0.36%	58
2025 Q3	$658K	Sell	4,702 -35	-0.7%	-$4.88K	0.39%	57
2025 Q2	$643K	Sell	4,737 -182	-4%	-$24.1K	0.42%	53
2025 Q1	$667K	Sell	4,919 -36	-0.7%	-$4.84K	0.49%	50
2024 Q4	$655K	Buy	4,955 +408	+9%	+$57K	0.47%	47
2024 Q3	$646K	Buy	4,547 +1	+0%	+$135	0.46%	45
2024 Q2	$578K	Sell	4,546 -483	-10%	-$62.2K	0.46%	43
2024 Q1	$660K	Buy	5,029 +451	+10%	+$56.6K	0.56%	39
2023 Q4	$572K	Buy	+4,578	New	+$537K	0.57%	49

Other funds holding SDY

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Ehrlich Financial Group's SDY Position: Q2 2026 in Review

Ehrlich Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q2 2026, selling an estimated $19.5K and leaving 5,290 shares worth $805K. The position accounts for 0.41% of the portfolio, ranked #54.

Ehrlich Financial Group first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Ehrlich Financial Group held 5,290 shares of State Street SPDR S&P Dividend ETF worth $805K as of Q2 2026.
Ehrlich Financial Group sold 131 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $19.5K.
State Street SPDR S&P Dividend ETF made up 0.41% of Ehrlich Financial Group's portfolio in Q2 2026, its #54 holding.
Ehrlich Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.