Founders Grove Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Founders Grove Wealth Partners’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	$4.72M	Sell	31,040 -695	-2%	-$104K	0.94%	28
2026 Q1	$4.63M	Sell	31,735 -920	-3%	-$137K	1.05%	27
2025 Q4	$4.54M	Sell	32,655 -346	-1%	-$48.1K	1.02%	29
2025 Q3	$4.62M	Sell	33,001 -637	-2%	-$88.9K	1.09%	27
2025 Q2	$4.57M	Sell	33,638 -262	-0.8%	-$34.7K	1.15%	28
2025 Q1	$4.6M	Sell	33,900 -1,133	-3%	-$152K	1.28%	26
2024 Q4	$4.63M	Buy	+35,033	New	+$4.89M	1.34%	26

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

Founders Grove Wealth Partners's SDY Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.2% in Q2 2026, selling an estimated $104K and leaving 31,040 shares worth $4.72M. The position accounts for 0.94% of the portfolio, ranked #28.

Founders Grove Wealth Partners 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.

Founders Grove Wealth Partners held 31,040 shares of State Street SPDR S&P Dividend ETF worth $4.72M as of Q2 2026.
Founders Grove Wealth Partners sold 695 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $104K.
State Street SPDR S&P Dividend ETF made up 0.94% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #28 holding.
Founders Grove Wealth Partners 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 Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.