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

Horst & Graben Wealth Management’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	$616K	Sell	4,024 -3	-0.1%	-$447	0.08%	119
2026 Q1	$597K	Sell	4,027 -211	-5%	-$31.4K	0.08%	114
2025 Q4	$590K	Sell	4,238 -285	-6%	-$39.7K	0.09%	105
2025 Q3	$633K	Sell	4,523 -1	-0%	-$139	0.1%	101
2025 Q2	$614K	Sell	4,524 -41	-0.9%	-$5.44K	0.1%	96
2025 Q1	$619K	Sell	4,565 -120	-3%	-$16.1K	0.11%	89
2024 Q4	$619K	Sell	4,685 -99	-2%	-$13.8K	0.11%	84
2024 Q3	$680K	Sell	4,784 -29	-0.6%	-$3.92K	0.12%	74
2024 Q2	$612K	Sell	4,813 -269	-5%	-$34.7K	0.12%	76
2024 Q1	$667K	Sell	5,082 -496	-9%	-$62.2K	0.14%	72
2023 Q4	$697K	Sell	5,578 -1,176	-17%	-$138K	0.15%	67
2023 Q3	$777K	Sell	6,754 -926	-12%	-$113K	0.19%	52
2023 Q2	$941K	Sell	7,680 -1,878	-20%	-$229K	0.22%	48
2023 Q1	$1.18M	Buy	9,558 +17	+0.2%	+$2.14K	0.29%	41
2022 Q4	$1.19M	Buy	9,541 +265	+3%	+$32.7K	0.31%	41
2022 Q3	$1.03M	Sell	9,276 -629	-6%	-$77.5K	0.29%	41
2022 Q2	$1.18M	Buy	9,905 +176	+2%	+$21.9K	0.32%	43
2022 Q1	$1.25M	Buy	9,729 +446	+5%	+$56.4K	0.3%	42
2021 Q4	$1.2M	Sell	9,283 -3,176	-25%	-$395K	0.3%	47
2021 Q3	$1.47M	Buy	12,459 +35	+0.3%	+$4.29K	0.4%	39
2021 Q2	$1.52M	Buy	12,424 +584	+5%	+$72.2K	0.42%	37
2021 Q1	$1.4M	Buy	11,840 +660	+6%	+$74K	0.44%	35
2020 Q4	$1.18M	Buy	11,180 +88	+0.8%	+$8.9K	0.41%	34
2020 Q3	$1.02M	Sell	11,092 -708	-6%	-$66.8K	0.4%	37
2020 Q2	$1.08M	Buy	11,800 +57	+0.5%	+$5.01K	0.47%	30
2020 Q1	$938K	Buy	+11,743	New	+$1.16M	0.49%	25

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horst & Graben Wealth Management's SDY Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.07% in Q2 2026, selling an estimated $447 and leaving 4,024 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #119.

Horst & Graben Wealth Management first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.52M in Q2 2021. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Horst & Graben Wealth Management held 4,024 shares of State Street SPDR S&P Dividend ETF worth $616K as of Q2 2026.
Horst & Graben Wealth Management sold 3 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $447.
State Street SPDR S&P Dividend ETF made up 0.08% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #119 holding.
Horst & Graben Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.52M in Q2 2021.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.