Financial Life Planners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Life Planners’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	$61.7K	Buy	405 +2	+0.5%	+$298	0.04%	111
2026 Q1	$58.8K	Buy	+403	New	+$60K	0.05%	105
2025 Q4	–	Sell	-420	Closed	-$58.9K	–	279
2025 Q3	$58.9K	Buy	+420	New	+$58.6K	0.04%	114
2025 Q1	–	Sell	-412	Closed	-$54.5K	–	321
2024 Q4	$54.5K	Buy	+412	New	+$57.5K	0.05%	112

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 $44.6B AUM 28.94% 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

Financial Life Planners's SDY Position: Q2 2026 in Review

Financial Life Planners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.5% in Q2 2026, buying an estimated $298 and bringing the position to 405 shares worth $61.7K. The position accounts for 0.04% of the portfolio, ranked #111.

Financial Life Planners first reported a position in SDY in Q4 2024 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Life Planners held 405 shares of State Street SPDR S&P Dividend ETF worth $61.7K as of Q2 2026.
Financial Life Planners bought 2 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $298.
State Street SPDR S&P Dividend ETF made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #111 holding.
Financial Life Planners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 4 quarters since.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.