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Forbes Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Forbes Financial Planning’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 		$1.78M Sell
11,692
-50
-0.4% -$7.45K 0.95% 20
2026
Q1 		$1.71M Sell
11,742
-359
-3% -$53.5K 0.99% 20
2025
Q4 		$1.68M Sell
12,101
-14,926
-55% -$2.08M 0.98% 20
2025
Q3 		$3.77M Sell
27,027
-516
-2% -$72K 2.49% 16
2025
Q2 		$3.74M Sell
27,543
-10,643
-28% -$1.41M 2.53% 17
2025
Q1 		$5.18M Sell
38,186
-674
-2% -$90.7K 3.84% 15
2024
Q4 		$5.13M Buy
38,860
+69
+0.2% +$9.64K 2.49% 14
2024
Q3 		$5.51M Buy
38,791
+772
+2% +$104K 3.97% 12
2024
Q2 		$4.84M Buy
38,019
+568
+2% +$73.2K 3.8% 12
2024
Q1 		$4.92M Buy
37,451
+1,173
+3% +$147K 4.23% 10
2023
Q4 		$4.53M Buy
36,278
+1,629
+5% +$191K 4.22% 10
2023
Q3 		$3.98M Buy
34,649
+420
+1% +$51.3K 4.27% 11
2023
Q2 		$4.2M Buy
34,229
+262
+0.8% +$32K 4.05% 13
2023
Q1 		$4.2M Buy
33,967
+16,127
+90% +$2.03M 4.13% 13
2022
Q4 		$1.99M Hold
17,840
– – 2.89% 15
2022
Q3 		$1.99M Buy
17,840
+6,188
+53% +$762K 2.89% 15
2022
Q2 		$1.38M Buy
11,652
+4,760
+69% +$594K 1.98% 18
2022
Q1 		$884K Buy
6,892
+1
+0% +$126 1.1% 17
2021
Q4 		$890K Buy
+6,891
New +$858K 0.88% 21

Other funds holding SDY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Forbes Financial Planning's SDY Position: Q2 2026 in Review

Forbes Financial Planning reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.43% in Q2 2026, selling an estimated $7.45K and leaving 11,692 shares worth $1.78M. The position accounts for 0.95% of the portfolio, ranked #20.

Forbes Financial Planning first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.51M in Q3 2024. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Forbes Financial Planning held 11,692 shares of State Street SPDR S&P Dividend ETF worth $1.78M as of Q2 2026.
  • Forbes Financial Planning sold 50 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.45K.
  • State Street SPDR S&P Dividend ETF made up 0.95% of Forbes Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Forbes Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Forbes Financial Planning's State Street SPDR S&P Dividend ETF position peaked at $5.51M in Q3 2024.
  • 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.