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

Future Financial 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	$246K	Hold	1,600	–	–	0.15%	109
2026 Q1	$235K	Hold	1,600	–	–	0.15%	107
2025 Q4	$233K	Hold	1,600	–	–	0.16%	106
2025 Q3	$224K	Hold	1,600	–	–	0.14%	111
2025 Q2	$217K	Hold	1,600	–	–	0.15%	105
2025 Q1	$217K	Hold	1,600	–	–	0.16%	105
2024 Q4	$211K	Hold	1,600	–	–	0.15%	107
2024 Q3	$227K	Hold	1,600	–	–	0.16%	104
2024 Q2	$203K	Hold	1,600	–	–	0.18%	111
2024 Q1	$210K	Buy	+1,600	New	+$201K	0.16%	108
2023 Q1	–	Sell	-1,600	Closed	-$200K	–	121
2022 Q4	$200K	Buy	+1,600	New	+$198K	0.23%	100
2022 Q3	–	Sell	-1,600	Closed	-$205K	–	137
2022 Q2	$205K	Hold	1,600	–	–	0.2%	121
2022 Q1	$205K	Hold	1,600	–	–	0.17%	121
2021 Q4	$206K	Buy	+1,600	New	+$199K	0.16%	121

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

Future Financial Wealth Management's SDY Position: Q2 2026 in Review

Future Financial Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,600 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #109.

Future Financial Wealth Management first reported a position in SDY in Q4 2021 and has held it in 14 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Future Financial Wealth Management held 1,600 shares of State Street SPDR S&P Dividend ETF worth $246K as of Q2 2026.
Future Financial 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 0.15% of Future Financial Wealth Management's portfolio in Q2 2026, its #109 holding.
Future Financial Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 14 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.