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

Gen-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	$420K	Hold	2,757	–	–	0.12%	146
2026 Q1	$402K	Hold	2,757	–	–	0.13%	153
2025 Q4	$384K	Hold	2,757	–	–	0.12%	178
2025 Q3	$386K	Hold	2,757	–	–	0.13%	178
2025 Q2	$374K	Hold	2,757	–	–	0.14%	158
2025 Q1	$374K	Hold	2,757	–	–	0.16%	152
2024 Q4	$364K	Hold	2,757	–	–	0.16%	146
2024 Q3	$383K	Hold	2,757	–	–	0.17%	150
2024 Q2	$351K	Hold	2,757	–	–	0.17%	147
2024 Q1	$362K	Buy	+2,757	New	+$346K	0.18%	131

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gen-Wealth Partners's SDY Position: Q2 2026 in Review

Gen-Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,757 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #146.

Gen-Wealth Partners first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. 921 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Gen-Wealth Partners held 2,757 shares of State Street SPDR S&P Dividend ETF worth $420K as of Q2 2026.
Gen-Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.12% of Gen-Wealth Partners's portfolio in Q2 2026, its #146 holding.
Gen-Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
921 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.