Financially Speaking’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financially Speaking’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	$450K	Hold	3,082	–	–	2.18%	4
2026 Q1	$450K	Sell	3,082 -159	-5%	-$23.7K	2.18%	4
2025 Q4	$451K	Sell	3,241 -102	-3%	-$14.2K	0.29%	22
2025 Q3	$468K	Buy	3,343 +6	+0.2%	+$837	0.31%	28
2025 Q2	$453K	Buy	+3,337	New	+$443K	0.3%	17
2025 Q1	–	Sell	-3,327	Closed	-$439K	–	142
2024 Q4	$439K	Buy	+3,327	New	+$465K	0.3%	20

Other funds holding SDY

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Financially Speaking's SDY Position: Q2 2026 in Review

Financially Speaking held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,082 shares worth $450K. The position accounts for 2.18% of the portfolio, ranked #4.

Financially Speaking first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $468K in Q3 2025. 488 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financially Speaking held 3,082 shares of State Street SPDR S&P Dividend ETF worth $450K as of Q2 2026.
Financially Speaking left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 2.18% of Financially Speaking's portfolio in Q2 2026, its #4 holding.
Financially Speaking first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Financially Speaking's State Street SPDR S&P Dividend ETF position peaked at $468K in Q3 2025.
488 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.