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

Friedenthal 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	$36.5K	Hold	240	–	–	0.02%	156
2026 Q1	$35K	Hold	240	–	–	0.02%	158
2025 Q4	$33.4K	Hold	240	–	–	0.02%	160
2025 Q3	$33.6K	Hold	240	–	–	0.02%	158
2025 Q2	$32.6K	Sell	240 -23	-9%	-$3.05K	0.02%	156
2025 Q1	$35.7K	Buy	263 +15	+6%	+$2.02K	0.02%	148
2024 Q4	$32.8K	Hold	248	–	–	0.02%	181
2024 Q3	$35.2K	Buy	248 +3	+1%	+$406	0.02%	175
2024 Q2	$31.2K	Buy	245 +9	+4%	+$1.16K	0.02%	176
2024 Q1	$31K	Hold	236	–	–	0.02%	175
2023 Q4	$29.5K	Buy	+236	New	+$27.7K	0.02%	174
2022 Q1	–	Sell	-3,255	Closed	-$420K	–	69
2021 Q4	$420K	Hold	3,255	–	–	0.26%	53
2021 Q3	$383K	Hold	3,255	–	–	0.23%	52
2021 Q2	$398K	Buy	+3,255	New	+$402K	0.24%	52
2019 Q3	–	Sell	-3,255	Closed	-$328K	–	63
2019 Q2	$328K	Hold	3,255	–	–	0.28%	55
2019 Q1	$324K	Buy	+3,255	New	+$313K	0.28%	49
2018 Q4	–	Sell	-40,998	Closed	-$4.01M	–	61
2018 Q3	$4.01M	Buy	40,998 +37,743	+1,160%	+$3.66M	3.32%	11
2018 Q2	$302K	Hold	3,255	–	–	0.26%	55
2018 Q1	$297K	Hold	3,255	–	–	0.25%	57
2017 Q4	$308K	Hold	3,255	–	–	0.27%	53
2017 Q3	$297K	Hold	3,255	–	–	0.27%	52
2017 Q2	$289K	Sell	3,255 -51,150	-94%	-$4.53M	0.27%	44
2017 Q1	$4.79M	Sell	54,405 -6,825	-11%	-$596K	4.45%	5
2016 Q4	$5.24M	Sell	61,230 -6,564	-10%	-$551K	4.79%	5
2016 Q3	$5.72M	Sell	67,794 -3,506	-5%	-$299K	4.99%	9
2016 Q2	$5.98M	Buy	+71,300	New	+$5.8M	5.16%	10

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Friedenthal Financial's SDY Position: Q2 2026 in Review

Friedenthal Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 240 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #156.

Friedenthal Financial first reported a position in SDY in Q2 2016 and has held it in 26 quarters since. The position peaked at $5.98M in Q2 2016. 288 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Friedenthal Financial held 240 shares of State Street SPDR S&P Dividend ETF worth $36.5K as of Q2 2026.
Friedenthal 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 0.02% of Friedenthal Financial's portfolio in Q2 2026, its #156 holding.
Friedenthal Financial first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 26 quarters since.
Friedenthal Financial's State Street SPDR S&P Dividend ETF position peaked at $5.98M in Q2 2016.
288 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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