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Graves Light Lenhart Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Graves Light Lenhart 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 		$27.6M Sell
181,578
-462
-0.3% -$68.8K 2.58% 9
2026
Q1 		$26.6M Buy
182,040
+91
+0.1% +$13.6K 2.76% 9
2025
Q4 		$25.3M Sell
181,949
-414
-0.2% -$57.6K 2.69% 10
2025
Q3 		$25.5M Sell
182,363
-7,489
-4% -$1.04M 2.83% 9
2025
Q2 		$25.8M Sell
189,852
-1,456
-0.8% -$193K 3.07% 7
2025
Q1 		$26M Sell
191,308
-1,095
-0.6% -$147K 3.19% 8
2024
Q4 		$25.4M Sell
192,403
-1,506
-0.8% -$210K 3.16% 7
2024
Q3 		$27.5M Sell
193,909
-44,255
-19% -$5.99M 3.39% 7
2024
Q2 		$30M Buy
238,164
+1,406
+0.6% +$181K 3.43% 7
2024
Q1 		$31.1M Sell
236,758
-2,498
-1% -$313K 3.6% 6
2023
Q4 		$29.9M Buy
239,256
+1,409
+0.6% +$165K 3.71% 6
2023
Q3 		$26.9M Buy
237,847
+506
+0.2% +$61.8K 3.65% 6
2023
Q2 		$29.1M Buy
237,341
+3,175
+1% +$388K 3.93% 6
2023
Q1 		$29M Buy
234,166
+2,032
+0.9% +$256K 4.48% 4
2022
Q4 		$29M Buy
232,134
+2,246
+1% +$277K 4.47% 4
2022
Q3 		$25.6M Sell
229,888
-1,627
-0.7% -$200K 4.27% 4
2022
Q2 		$27.5M Buy
231,515
+944
+0.4% +$118K 4.19% 4
2022
Q1 		$29.5M Buy
230,571
+2,270
+1% +$287K 4.12% 3
2021
Q4 		$29.5M Buy
228,301
+2,171
+1% +$270K 4.19% 3
2021
Q3 		$26.6M Buy
226,130
+1,944
+0.9% +$238K 4.2% 3
2021
Q2 		$27.4M Buy
224,186
+611
+0.3% +$75.5K 4.4% 3
2021
Q1 		$26.4M Buy
223,575
+2,391
+1% +$268K 4.52% 3
2020
Q4 		$23.4M Buy
221,184
+506
+0.2% +$51.2K 4.37% 4
2020
Q3 		$20.4M Sell
220,678
-429
-0.2% -$40.5K 4.51% 4
2020
Q2 		$20.2M Buy
221,107
+5,254
+2% +$462K 4.73% 3
2020
Q1 		$17.2M Buy
215,853
+2,318
+1% +$229K 4.65% 2
2019
Q4 		$23M Sell
213,535
-1,213
-0.6% -$127K 4.83% 1
2019
Q3 		$22.4M Buy
214,748
+3,944
+2% +$398K 4.94% 1
2019
Q2 		$21.3M Buy
210,804
+667
+0.3% +$66.7K 5.09% 1
2019
Q1 		$20.9M Buy
210,137
+5,980
+3% +$575K 5.32% 1
2018
Q4 		$18.3M Buy
+204,157
New +$19.3M 5.36% 1

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Graves Light Lenhart Wealth's SDY Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.25% in Q2 2026, selling an estimated $68.8K and leaving 181,578 shares worth $27.6M. The position accounts for 2.58% of the portfolio, ranked #9.

Graves Light Lenhart Wealth first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.1M in Q1 2024. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Graves Light Lenhart Wealth held 181,578 shares of State Street SPDR S&P Dividend ETF worth $27.6M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 462 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $68.8K.
  • State Street SPDR S&P Dividend ETF made up 2.58% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #9 holding.
  • Graves Light Lenhart Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's State Street SPDR S&P Dividend ETF position peaked at $31.1M in Q1 2024.
  • 1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.