Elmwood Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Elmwood Wealth Management’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	$284K	Buy	+1,864	New	+$278K	0.07%	165
2023 Q4	–	Sell	-1,974	Closed	-$227K	–	117
2023 Q3	$227K	Buy	1,974 +4	+0.2%	+$488	0.11%	114
2023 Q2	$241K	Buy	1,970 +4	+0.2%	+$489	0.11%	112
2023 Q1	$243K	Buy	+1,966	New	+$247K	0.11%	112
2022 Q2	–	Sell	-1,914	Closed	-$245K	–	117
2022 Q1	$245K	Buy	1,914 +600	+46%	+$75.8K	0.13%	104
2021 Q4	$170K	Buy	+1,314	New	+$164K	0.08%	118
2021 Q2	$161K	Hold	1,314	–	–	0.08%	118
2021 Q1	$155K	Buy	+1,314	New	+$147K	0.09%	116
2020 Q3	$120K	Hold	1,314	–	–	0.1%	102
2020 Q2	$120K	Hold	1,314	–	–	0.1%	102
2020 Q1	$120K	Buy	+1,314	New	+$130K	0.11%	99
2019 Q4	–	Sell	-1,314	Closed	-$135K	–	220
2019 Q3	$135K	Sell	1,314 -132	-9%	-$13.3K	0.14%	86
2019 Q2	$146K	Buy	1,446 +132	+10%	+$13.2K	0.13%	90
2019 Q1	$131K	Hold	1,314	–	–	0.12%	94
2018 Q4	$118K	Hold	1,314	–	–	0.11%	100
2018 Q3	$129K	Hold	1,314	–	–	0.11%	109
2018 Q2	$122K	Hold	1,314	–	–	0.11%	105
2018 Q1	$120K	Buy	+1,314	New	+$123K	0.11%	99

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

Elmwood Wealth Management's SDY Position: Q2 2026 in Review

Elmwood Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,864 shares worth $284K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in SDY as recently as Q3 2023.

Elmwood Wealth Management first reported a position in SDY in Q1 2018 and has held it in 18 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Elmwood Wealth Management held 1,864 shares of State Street SPDR S&P Dividend ETF worth $284K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Elmwood Wealth Management position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #165 holding.
Elmwood Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 18 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.