Forza Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Forza Wealth 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	$1.07M	Hold	7,000	–	–	0.33%	71
2026 Q1	$1.02M	Hold	7,000	–	–	0.36%	67
2025 Q4	$974K	Hold	7,000	–	–	0.35%	71
2025 Q3	$980K	Hold	7,000	–	–	0.38%	63
2025 Q2	$950K	Buy	+7,000	New	+$928K	0.39%	64

Other funds holding SDY

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Forza Wealth Management's SDY Position: Q2 2026 in Review

Forza Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 7,000 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #71.

Forza Wealth Management first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Forza Wealth Management held 7,000 shares of State Street SPDR S&P Dividend ETF worth $1.07M as of Q2 2026.
Forza Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.33% of Forza Wealth Management's portfolio in Q2 2026, its #71 holding.
Forza Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.