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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.9K Buy
203
+175
+625% +$26.1K 0.01% 327
2026
Q1
$3.8K Sell
28
-175
-86% -$26.1K ﹤0.01% 323
2025
Q4
$28.2K Hold
203
0.01% 268
2025
Q3
$28.4K Buy
203
+175
+625% +$24.4K 0.01% 268
2025
Q2
$3.8K Sell
28
-87
-76% -$11.5K ﹤0.01% 340
2025
Q1
$15.6K Buy
115
+8
+7% +$1.08K 0.01% 274
2024
Q4
$14.1K Buy
+107
New +$14.9K 0.01% 271

Other funds holding SDY

Flagship Wealth Advisors's SDY Position: Q2 2026 in Review

Flagship Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 625% in Q2 2026, buying an estimated $26.1K and bringing the position to 203 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #327.

Flagship Wealth Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Flagship Wealth Advisors held 203 shares of State Street SPDR S&P Dividend ETF worth $30.9K as of Q2 2026.
  • Flagship Wealth Advisors bought 175 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #327 holding.
  • Flagship Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.