Genesis Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Genesis Private Wealth’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	$539K	Sell	3,540 -128	-3%	-$19.1K	0.15%	82
2026 Q1	$535K	Sell	3,668 -64	-2%	-$9.54K	0.17%	83
2025 Q4	$519K	Sell	3,732 -271	-7%	-$37.7K	0.16%	86
2025 Q3	$561K	Buy	4,003 +168	+4%	+$23.4K	0.24%	58
2025 Q2	$521K	Sell	3,835 -457	-11%	-$60.6K	0.25%	54
2025 Q1	$582K	Sell	4,292 -165	-4%	-$22.2K	0.31%	42
2024 Q4	$589K	Buy	+4,457	New	+$622K	0.32%	42

Other funds holding SDY

WFM

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Genesis Private Wealth's SDY Position: Q2 2026 in Review

Genesis Private Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.5% in Q2 2026, selling an estimated $19.1K and leaving 3,540 shares worth $539K. The position accounts for 0.15% of the portfolio, ranked #82.

Genesis Private Wealth first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $589K in Q4 2024. 298 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Genesis Private Wealth held 3,540 shares of State Street SPDR S&P Dividend ETF worth $539K as of Q2 2026.
Genesis Private Wealth sold 128 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $19.1K.
State Street SPDR S&P Dividend ETF made up 0.15% of Genesis Private Wealth's portfolio in Q2 2026, its #82 holding.
Genesis Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $589K in Q4 2024.
298 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.