BFC Planning, Inc.’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BFC Planning, Inc.’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	$6.84M	Sell	44,923 -2,676	-6%	-$399K	0.28%	73
2026 Q1	$6.95M	Buy	47,599 +2,136	+5%	+$318K	0.31%	59
2025 Q4	$6.33M	Buy	45,463 +15,688	+53%	+$2.18M	0.28%	69
2025 Q3	$4.17M	Buy	29,775 +242	+0.8%	+$33.8K	0.3%	61
2025 Q2	$4.01M	Sell	29,533 -2,212	-7%	-$293K	0.31%	61
2025 Q1	$4.31M	Buy	31,745 +50	+0.2%	+$6.72K	0.38%	53
2024 Q4	$4.19M	Buy	+31,695	New	+$4.43M	0.35%	53

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

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

BFC Planning, Inc.'s SDY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.6% in Q2 2026, selling an estimated $399K and leaving 44,923 shares worth $6.84M. The position accounts for 0.28% of the portfolio, ranked #73.

BFC Planning, Inc. first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.95M in Q1 2026. 1,254 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

BFC Planning, Inc. held 44,923 shares of State Street SPDR S&P Dividend ETF worth $6.84M as of Q2 2026.
BFC Planning, Inc. sold 2,676 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $399K.
State Street SPDR S&P Dividend ETF made up 0.28% of BFC Planning, Inc.'s portfolio in Q2 2026, its #73 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P Dividend ETF position peaked at $6.95M in Q1 2026.
1,254 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.