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

GEN Financial 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	$938K	Hold	6,163	–	–	0.56%	21
2026 Q1	$899K	Hold	6,163	–	–	0.56%	24
2025 Q4	$858K	Buy	6,163 +146	+2%	+$20.3K	0.54%	25
2025 Q3	$843K	Buy	6,017 +8	+0.1%	+$1.12K	0.73%	23
2025 Q2	$816K	Hold	6,009	–	–	0.67%	22
2025 Q1	$815K	Hold	6,009	–	–	0.55%	22
2024 Q4	$794K	Buy	+6,009	New	+$839K	0.52%	25

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GEN Financial Management's SDY Position: Q2 2026 in Review

GEN Financial Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 6,163 shares worth $938K. The position accounts for 0.56% of the portfolio, ranked #21.

GEN Financial Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

GEN Financial Management held 6,163 shares of State Street SPDR S&P Dividend ETF worth $938K as of Q2 2026.
GEN Financial 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 0.56% of GEN Financial Management's portfolio in Q2 2026, its #21 holding.
GEN Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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