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

Gateway 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	$296K	Sell	1,943 -1,337	-41%	-$199K	0.02%	629
2026 Q1	$479K	Buy	3,280 +1,660	+102%	+$247K	0.02%	581
2025 Q4	$225K	Buy	1,620 +49	+3%	+$6.82K	0.03%	429
2025 Q3	$220K	Buy	1,571 +4	+0.3%	+$558	0.03%	382
2025 Q2	$213K	Buy	+1,567	New	+$208K	0.04%	339
2023 Q4	–	Sell	-4,024	Closed	-$463K	–	266
2023 Q3	$463K	Sell	4,024 -213	-5%	-$26K	0.08%	132
2023 Q2	$519K	Sell	4,237 -690	-14%	-$84.3K	0.09%	119
2023 Q1	$610K	Buy	4,927 +61	+1%	+$7.67K	0.09%	105
2022 Q4	$609K	Buy	+4,866	New	+$601K	0.1%	92

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

Gateway Wealth Partners's SDY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 41% in Q2 2026, selling an estimated $199K and leaving 1,943 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #629.

Gateway Wealth Partners first reported a position in SDY in Q4 2022 and has held it in 9 quarters since. The position peaked at $610K in Q1 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Gateway Wealth Partners held 1,943 shares of State Street SPDR S&P Dividend ETF worth $296K as of Q2 2026.
Gateway Wealth Partners sold 1,337 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $199K.
State Street SPDR S&P Dividend ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #629 holding.
Gateway Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 9 quarters since.
Gateway Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $610K in Q1 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.