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Financial Partners Group (Kansas)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Partners Group (Kansas)’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 		$277K Sell
1,818
-935
-34% -$139K 0.03% 211
2026
Q1 		$402K Buy
2,753
+394
+17% +$58.7K 0.05% 157
2025
Q4 		$351K Sell
2,359
-89
-4% -$12.4K 0.04% 170
2025
Q3 		$343K Sell
2,448
-106
-4% -$14.8K 0.04% 162
2025
Q2 		$347K Sell
2,554
-2,440
-49% -$324K 0.05% 146
2025
Q1 		$678K Sell
4,994
-1,354
-21% -$182K 0.1% 91
2024
Q4 		$839K Sell
6,348
-51
-0.8% -$7.12K 0.12% 74
2024
Q3 		$909K Sell
6,399
-657
-9% -$88.9K 0.13% 78
2024
Q2 		$897K Sell
7,056
-761
-10% -$98K 0.14% 73
2024
Q1 		$1.03M Buy
7,817
+1
+0% +$125 0.16% 61
2023
Q4 		$977K Sell
7,816
-1,337
-15% -$157K 0.18% 58
2023
Q3 		$1.04M Buy
9,153
+567
+7% +$69.2K 0.21% 53
2023
Q2 		$1.07M Sell
8,586
-364
-4% -$44.5K 0.22% 56
2023
Q1 		$1.11M Sell
8,950
-15
-0.2% -$1.89K 0.25% 52
2022
Q4 		$1.16M Sell
8,965
-1,564
-15% -$193K 0.26% 52
2022
Q3 		$1.17M Sell
10,529
-300
-3% -$37K 0.31% 45
2022
Q2 		$1.28M Hold
10,829
– – 0.32% 42
2022
Q1 		$1.39M Buy
10,829
+2,433
+29% +$308K 0.3% 44
2021
Q4 		$1.06M Buy
8,396
+2,172
+35% +$270K 0.23% 58
2021
Q3 		$732K Hold
6,224
– – 0.17% 71
2021
Q2 		$761K Sell
6,224
-25
-0.4% -$3.09K 0.2% 62
2021
Q1 		$738K Buy
6,249
+497
+9% +$55.7K 0.21% 62
2020
Q4 		$625K Buy
5,752
+426
+8% +$43.1K 0.19% 63
2020
Q3 		$492K Sell
5,326
-826
-13% -$77.9K 0.17% 56
2020
Q2 		$561K Buy
6,152
+247
+4% +$21.7K 0.22% 49
2020
Q1 		$450K Sell
5,905
-6,781
-53% -$669K 0.28% 35
2019
Q4 		$1.35M Sell
12,686
-60
-0.5% -$6.3K 0.53% 31
2019
Q3 		$1.31M Sell
12,746
-719
-5% -$72.5K 0.58% 29
2019
Q2 		$1.36M Buy
13,465
+964
+8% +$96.4K 0.64% 31
2019
Q1 		$1.24M Buy
12,501
+3,157
+34% +$303K 0.67% 32
2018
Q4 		$836K Sell
9,344
-133
-1% -$12.5K 0.54% 37
2018
Q3 		$928K Buy
9,477
+1,540
+19% +$149K 0.6% 32
2018
Q2 		$736K Buy
7,937
+2
+0% +$184 0.54% 37
2018
Q1 		$723K Buy
7,935
+264
+3% +$24.7K 0.57% 37
2017
Q4 		$725K Buy
+7,671
New +$719K 0.57% 39

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Partners Group (Kansas)'s SDY Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 34% in Q2 2026, selling an estimated $139K and leaving 1,818 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #211.

Financial Partners Group (Kansas) first reported a position in SDY in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.39M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Financial Partners Group (Kansas) held 1,818 shares of State Street SPDR S&P Dividend ETF worth $277K as of Q2 2026.
  • Financial Partners Group (Kansas) sold 935 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $139K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #211 holding.
  • Financial Partners Group (Kansas) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 35 quarters since.
  • Financial Partners Group (Kansas)'s State Street SPDR S&P Dividend ETF position peaked at $1.39M in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.