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

Friday Financial’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 		$296K Hold
1,902
– – 0.08% 89
2026
Q1 		$278K Hold
1,902
– – 0.1% 81
2025
Q4 		$265K Hold
1,902
– – 0.09% 83
2025
Q3 		$266K Hold
1,902
– – 0.11% 85
2025
Q2 		$258K Hold
1,902
– – 0.13% 77
2025
Q1 		$259K Hold
1,902
– – 0.15% 64
2024
Q4 		$251K Buy
+1,902
New +$266K 0.17% 57

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Friday Financial's SDY Position: Q2 2026 in Review

Friday Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,902 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #89.

Friday Financial first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Friday Financial held 1,902 shares of State Street SPDR S&P Dividend ETF worth $296K as of Q2 2026.
  • Friday Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Friday Financial's portfolio in Q2 2026, its #89 holding.
  • Friday Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 331 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.