High Point Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.8K Hold
150
0.02% 183
2026
Q1
$21.9K Buy
+150
New +$22.4K 0.02% 183

Other funds holding SDY

High Point Wealth Management's SDY Position: Q2 2026 in Review

High Point Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 150 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #183.

High Point Wealth Management first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • High Point Wealth Management held 150 shares of State Street SPDR S&P Dividend ETF worth $22.8K as of Q2 2026.
  • High Point Wealth 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 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #183 holding.
  • High Point Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.