Financial Management Network’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Management Network’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	$1.15M	Sell	7,449 -25	-0.3%	-$3.73K	0.17%	85
2026 Q1	$1.11M	Sell	7,474 -435	-6%	-$64.8K	0.17%	79
2025 Q4	$1.11M	Buy	7,909 +9	+0.1%	+$1.25K	0.18%	77
2025 Q3	$1.11M	Sell	7,900 -337	-4%	-$47K	0.18%	78
2025 Q2	$1.14M	Sell	8,237 -11	-0.1%	-$1.46K	0.2%	71
2025 Q1	$1.02M	Buy	8,248 +10	+0.1%	+$1.34K	0.23%	72
2024 Q4	$1.09M	Buy	8,238 +14	+0.2%	+$1.96K	0.23%	66
2024 Q3	$1.16M	Buy	8,224 +9	+0.1%	+$1.22K	0.24%	73
2024 Q2	$1.04M	Sell	8,215 -580	-7%	-$74.7K	0.25%	67
2024 Q1	$1.13M	Sell	8,795 -73	-0.8%	-$9.16K	0.28%	59
2023 Q4	$1.1M	Sell	8,868 -59	-0.7%	-$6.93K	0.32%	53
2023 Q3	$1.01M	Sell	8,927 -289	-3%	-$35.3K	0.33%	53
2023 Q2	$1.13M	Sell	9,216 -194	-2%	-$23.7K	0.4%	47
2023 Q1	$1.15M	Sell	9,410 -1,239	-12%	-$156K	0.46%	41
2022 Q4	$1.35M	Sell	10,649 -880	-8%	-$109K	0.6%	35
2022 Q3	$1.36M	Sell	11,529 -461	-4%	-$56.8K	0.67%	31
2022 Q2	$1.44M	Sell	11,990 -402	-3%	-$50.1K	0.77%	27
2022 Q1	$1.59M	Sell	12,392 -1,737	-12%	-$220K	0.81%	24
2021 Q4	$1.84M	Sell	14,129 -392	-3%	-$48.8K	0.85%	28
2021 Q3	$1.73M	Sell	14,521 -293	-2%	-$35.9K	0.88%	28
2021 Q2	$1.82M	Sell	14,814 -605	-4%	-$74.8K	0.93%	24
2021 Q1	$1.92M	Sell	15,419 -3,328	-18%	-$373K	0.99%	23
2020 Q4	$2.06M	Buy	+18,747	New	+$1.9M	1.27%	18

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

Financial Management Network's SDY Position: Q2 2026 in Review

Financial Management Network reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.33% in Q2 2026, selling an estimated $3.73K and leaving 7,449 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #85.

Financial Management Network first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.06M in Q4 2020. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Management Network held 7,449 shares of State Street SPDR S&P Dividend ETF worth $1.15M as of Q2 2026.
Financial Management Network sold 25 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.73K.
State Street SPDR S&P Dividend ETF made up 0.17% of Financial Management Network's portfolio in Q2 2026, its #85 holding.
Financial Management Network first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's State Street SPDR S&P Dividend ETF position peaked at $2.06M in Q4 2020.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.