Forum Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Forum Financial Management’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	$1.03M	Buy	6,736 +12	+0.2%	+$1.79K	0.01%	131
2026 Q1	$981K	Sell	6,724 -427	-6%	-$63.6K	0.01%	126
2025 Q4	$995K	Sell	7,151 -475	-6%	-$66.1K	0.01%	250
2025 Q3	$1.07M	Sell	7,626 -2,884	-27%	-$402K	0.01%	223
2025 Q2	$1.43M	Sell	10,510 -385	-4%	-$51.1K	0.02%	161
2025 Q1	$1.48M	Sell	10,895 -502	-4%	-$67.5K	0.02%	158
2024 Q4	$1.51M	Buy	11,397 +14	+0.1%	+$1.96K	0.02%	156
2024 Q3	$1.62M	Buy	11,383 +1,023	+10%	+$138K	0.03%	133
2024 Q2	$1.32M	Sell	10,360 -1,370	-12%	-$176K	0.02%	143
2024 Q1	$1.54M	Buy	11,730 +1,324	+13%	+$166K	0.03%	148
2023 Q4	$1.3M	Sell	10,406 -2,550	-20%	-$299K	0.02%	134
2023 Q3	$1.49M	Buy	12,956 +10	+0.1%	+$1.22K	0.03%	115
2023 Q2	$1.59M	Sell	12,946 -54	-0.4%	-$6.6K	0.04%	108
2023 Q1	$1.61M	Sell	13,000 -26	-0.2%	-$3.27K	0.05%	94
2022 Q4	$1.63M	Buy	13,026 +10,467	+409%	+$1.29M	0.05%	84
2022 Q3	$285K	Sell	2,559 -51	-2%	-$6.28K	0.01%	363
2022 Q2	$310K	Buy	2,610 +10	+0.4%	+$1.25K	0.02%	343
2022 Q1	$333K	Sell	2,600 -391	-13%	-$49.4K	0.02%	350
2021 Q4	$386K	Buy	+2,991	New	+$372K	0.02%	321

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forum Financial Management's SDY Position: Q2 2026 in Review

Forum Financial Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.18% in Q2 2026, buying an estimated $1.79K and bringing the position to 6,736 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #131.

Forum Financial Management first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Forum Financial Management held 6,736 shares of State Street SPDR S&P Dividend ETF worth $1.03M as of Q2 2026.
Forum Financial Management bought 12 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.79K.
State Street SPDR S&P Dividend ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #131 holding.
Forum Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's State Street SPDR S&P Dividend ETF position peaked at $1.63M in Q4 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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