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

Empirical 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	$1M	Sell	6,592 -364	-5%	-$54.2K	0.01%	405
2026 Q1	$1.02M	Sell	6,956 -1,421	-17%	-$212K	0.02%	354
2025 Q4	$1.17M	Buy	8,377 +2,175	+35%	+$303K	0.02%	315
2025 Q3	$869K	Sell	6,202 -120	-2%	-$16.7K	0.02%	347
2025 Q2	$858K	Hold	6,322	–	–	0.02%	331
2025 Q1	$858K	Buy	6,322 +711	+13%	+$95.6K	0.02%	317
2024 Q4	$741K	Buy	5,611 +244	+5%	+$34.1K	0.02%	314
2024 Q3	$762K	Sell	5,367 -515	-9%	-$69.6K	0.02%	309
2024 Q2	$748K	Buy	5,882 +3	+0.1%	+$386	0.02%	287
2024 Q1	$772K	Sell	5,879 -5,486	-48%	-$688K	0.02%	280
2023 Q4	$1.42M	Sell	11,365 -240	-2%	-$28.2K	0.05%	204
2023 Q3	$1.33M	Sell	11,605 -269	-2%	-$32.8K	0.05%	198
2023 Q2	$1.46M	Buy	11,874 +5,178	+77%	+$632K	0.06%	188
2023 Q1	$828K	Buy	6,696 +1,823	+37%	+$229K	0.04%	248
2022 Q4	$610K	Sell	4,873 -200	-4%	-$24.7K	0.03%	279
2022 Q3	$566K	Sell	5,073 -914	-15%	-$113K	0.03%	280
2022 Q2	$711K	Sell	5,987 -513	-8%	-$64K	0.04%	245
2022 Q1	$833K	Buy	6,500 +160	+3%	+$20.2K	0.04%	242
2021 Q4	$819K	Buy	6,340 +864	+16%	+$108K	0.04%	251
2021 Q3	$644K	Buy	5,476 +171	+3%	+$20.9K	0.04%	252
2021 Q2	$649K	Buy	5,305 +1,884	+55%	+$233K	0.04%	246
2021 Q1	$404K	Buy	3,421 +1,500	+78%	+$168K	0.03%	284
2020 Q4	$204K	Sell	1,921 -599	-24%	-$60.6K	0.02%	338
2020 Q3	$233K	Sell	2,520 -80	-3%	-$7.54K	0.02%	311
2020 Q2	$237K	Hold	2,600	–	–	0.02%	299
2020 Q1	$208K	Sell	2,600 -67	-3%	-$6.61K	0.02%	300
2019 Q4	$287K	Sell	2,667 -190	-7%	-$19.9K	0.03%	265
2019 Q3	$293K	Sell	2,857 -1,332	-32%	-$134K	0.04%	236
2019 Q2	$423K	Sell	4,189 -208	-5%	-$20.8K	0.06%	172
2019 Q1	$437K	Buy	4,397 +83	+2%	+$7.98K	0.06%	146
2018 Q4	$386K	Buy	4,314 +514	+14%	+$48.5K	0.07%	138
2018 Q3	$372K	Buy	3,800 +471	+14%	+$45.6K	0.07%	147
2018 Q2	$309K	Hold	3,329	–	–	0.06%	146
2018 Q1	$304K	Buy	3,329 +65	+2%	+$6.08K	0.06%	130
2017 Q4	$308K	Hold	3,264	–	–	0.07%	112
2017 Q3	$298K	Sell	3,264 -422	-11%	-$37.8K	0.07%	108
2017 Q2	$328K	Buy	3,686 +422	+13%	+$37.4K	0.08%	102
2017 Q1	$288K	Sell	3,264 -117	-3%	-$10.2K	0.07%	104
2016 Q4	$289K	Buy	+3,381	New	+$284K	0.07%	103
2016 Q1	–	Sell	-3,245	Closed	-$239K	–	110
2015 Q4	$239K	Sell	3,245 -4,152	-56%	-$316K	0.06%	96
2015 Q3	$534K	Buy	7,397 +785	+12%	+$59.1K	0.13%	73
2015 Q2	$504K	Buy	6,612 +3,504	+113%	+$275K	0.12%	74
2015 Q1	$243K	Buy	3,108 +3	+0.1%	+$235	0.06%	92
2014 Q4	$245K	Buy	3,105 +16	+0.5%	+$1.25K	0.06%	92
2014 Q3	$231K	Buy	3,089 +6	+0.2%	+$455	0.06%	93
2014 Q2	$236K	Buy	+3,083	New	+$231K	0.06%	92

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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

Empirical Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.2% in Q2 2026, selling an estimated $54.2K and leaving 6,592 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #405.

Empirical Wealth Management first reported a position in SDY in Q2 2014 and has held it in 46 quarters since. The position peaked at $1.46M in Q2 2023. 571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Empirical Wealth Management held 6,592 shares of State Street SPDR S&P Dividend ETF worth $1M as of Q2 2026.
Empirical Wealth Management sold 364 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $54.2K.
State Street SPDR S&P Dividend ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #405 holding.
Empirical Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and has held it in 46 quarters since.
Empirical Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.46M in Q2 2023.
571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.