Financial Synergies Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Synergies Wealth Advisors’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	–	Sell	-1,500	Closed	-$219K	–	119
2026 Q1	$219K	Hold	1,500	–	–	0.02%	108
2025 Q4	$209K	Hold	1,500	–	–	0.02%	104
2025 Q3	$210K	Hold	1,500	–	–	0.02%	89
2025 Q2	$204K	Hold	1,500	–	–	0.02%	90
2025 Q1	$204K	Buy	+1,500	New	+$202K	0.02%	78
2024 Q4	–	Sell	-1,500	Closed	-$213K	–	79
2024 Q3	$213K	Buy	+1,500	New	+$203K	0.03%	72
2024 Q2	–	Sell	-1,500	Closed	-$197K	–	392
2024 Q1	$197K	Buy	1,500 +206	+16%	+$25.8K	0.03%	70
2023 Q4	$162K	Sell	1,294 -206	-14%	-$24.2K	0.03%	68
2023 Q3	$173K	Hold	1,500	–	–	0.02%	68
2023 Q2	$184K	Buy	1,500 +206	+16%	+$25.2K	0.03%	67
2023 Q1	$160K	Hold	1,294	–	–	0.02%	69
2022 Q4	$162K	Hold	1,294	–	–	0.03%	68
2022 Q3	$144K	Buy	1,294 +264	+26%	+$32.5K	0.02%	72
2022 Q2	$122K	Buy	+1,030	New	+$128K	0.02%	77

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

Financial Synergies Wealth Advisors's SDY Position: Q2 2026 in Review

Financial Synergies Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,500 shares — an estimated $219K sold.

Financial Synergies Wealth Advisors first reported a position in SDY in Q2 2022 and held it in 14 quarters. The position peaked at $219K in Q1 2026. 549 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Synergies Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,500 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $219K.
Financial Synergies Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 14 quarters.
Financial Synergies Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $219K in Q1 2026.
549 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.