Global Financial Private Client’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Global Financial Private Client’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	$509K	Hold	3,344	–	–	0.14%	165
2026 Q1	$488K	Hold	3,344	–	–	0.16%	157
2025 Q4	$465K	Sell	3,344 -50	-1%	-$6.96K	0.16%	151
2025 Q3	$475K	Sell	3,394 -460	-12%	-$64.2K	0.17%	148
2025 Q2	$523K	Hold	3,854	–	–	0.2%	133
2025 Q1	$523K	Hold	3,854	–	–	0.2%	122
2024 Q4	$509K	Hold	3,854	–	–	0.19%	131
2024 Q3	$547K	Hold	3,854	–	–	0.21%	122
2024 Q2	$490K	Hold	3,854	–	–	0.21%	125
2024 Q1	$503K	Sell	3,854 -160	-4%	-$20.1K	0.22%	119
2023 Q4	$502K	Buy	4,014 +15	+0.4%	+$1.76K	0.23%	111
2023 Q3	$454K	Hold	3,999	–	–	0.23%	100
2023 Q2	$492K	Hold	3,999	–	–	0.24%	99
2023 Q1	$495K	Hold	3,999	–	–	0.26%	96
2022 Q4	$500K	Hold	3,999	–	–	0.28%	87
2022 Q3	$458K	Hold	3,999	–	–	0.26%	86
2022 Q2	$482K	Hold	3,999	–	–	0.27%	82
2022 Q1	$518K	Buy	3,999 +797	+25%	+$101K	0.25%	87
2021 Q4	$413K	Buy	3,202 +1,072	+50%	+$133K	0.2%	100
2021 Q3	$253K	Hold	2,130	–	–	0.13%	125
2021 Q2	$262K	Hold	2,130	–	–	0.15%	117
2021 Q1	$253K	Sell	2,130 -25	-1%	-$2.8K	0.18%	101
2020 Q4	$228K	Hold	2,155	–	–	0.18%	96
2020 Q3	$199K	Sell	2,155 -25	-1%	-$2.36K	0.17%	97
2020 Q2	$197K	Sell	2,180 -1,071	-33%	-$94.1K	0.17%	108
2020 Q1	$248K	Buy	3,251 +15	+0.5%	+$1.48K	0.26%	84
2019 Q4	$348K	Buy	+3,236	New	+$340K	0.29%	80

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

Global Financial Private Client's SDY Position: Q2 2026 in Review

Global Financial Private Client held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,344 shares worth $509K. The position accounts for 0.14% of the portfolio, ranked #165.

Global Financial Private Client first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $547K in Q3 2024. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Global Financial Private Client held 3,344 shares of State Street SPDR S&P Dividend ETF worth $509K as of Q2 2026.
Global Financial Private Client left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.14% of Global Financial Private Client's portfolio in Q2 2026, its #165 holding.
Global Financial Private Client first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's State Street SPDR S&P Dividend ETF position peaked at $547K in Q3 2024.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.