Elk River Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Elk River Wealth Management's SDY Position: Q2 2026 in Review
Elk River Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q2 2026, selling an estimated $7.67M and leaving 371,018 shares worth $56.5M. The position accounts for 8.99% of the portfolio, ranked #1.
Elk River Wealth Management first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $61.7M in Q1 2026. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Elk River Wealth Management held 371,018 shares of State Street SPDR S&P Dividend ETF worth $56.5M as of Q2 2026.
- Elk River Wealth Management sold 51,505 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.67M.
- State Street SPDR S&P Dividend ETF made up 8.99% of Elk River Wealth Management's portfolio in Q2 2026, its #1 holding.
- Elk River Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
- Elk River Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $61.7M in Q1 2026.
- 1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.