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

Howard 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	$1.27M	Sell	8,347 -216	-3%	-$32.2K	0.47%	52
2026 Q1	$1.25M	Sell	8,563 -277	-3%	-$41.3K	0.53%	49
2025 Q4	$1.23M	Sell	8,840 -341	-4%	-$47.4K	0.54%	49
2025 Q3	$1.29M	Sell	9,181 -33	-0.4%	-$4.6K	0.59%	51
2025 Q2	$1.25M	Sell	9,214 -94	-1%	-$12.5K	0.63%	45
2025 Q1	$1.26M	Sell	9,308 -214	-2%	-$28.8K	0.7%	40
2024 Q4	$1.26M	Buy	9,522 +19	+0.2%	+$2.65K	0.68%	43
2024 Q3	$1.35M	Sell	9,503 -113	-1%	-$15.3K	0.79%	34
2024 Q2	$1.22M	Buy	9,616 +208	+2%	+$26.8K	0.96%	26
2024 Q1	$1.23M	Sell	9,408 -655	-7%	-$82.2K	1%	24
2023 Q4	$1.26M	Sell	10,063 -37	-0.4%	-$4.34K	1.05%	23
2023 Q3	$1.16M	Sell	10,100 -43	-0.4%	-$5.25K	1.07%	23
2023 Q2	$1.24M	Sell	10,143 -159	-2%	-$19.4K	1.08%	22
2023 Q1	$1.27M	Sell	10,302 -215	-2%	-$27.1K	1.06%	24
2022 Q4	$1.32M	Buy	10,517 +55	+0.5%	+$6.79K	1.08%	25
2022 Q3	$1.17M	Buy	+10,462	New	+$1.29M	0.83%	35
2022 Q2	–	Sell	-10,397	Closed	-$1.33M	–	113
2022 Q1	$1.33M	Sell	10,397 -44	-0.4%	-$5.56K	0.73%	40
2021 Q4	$1.35M	Buy	10,441 +30	+0.3%	+$3.73K	0.71%	41
2021 Q3	$1.22M	Sell	10,411 -100	-1%	-$12.2K	0.68%	40
2021 Q2	$1.28M	Sell	10,511 -5	-0%	-$618	0.71%	39
2021 Q1	$1.24M	Sell	10,516 -85	-0.8%	-$9.53K	0.73%	38
2020 Q4	$1.12M	Buy	10,601 +50	+0.5%	+$5.06K	0.7%	39
2020 Q3	$974K	Sell	10,551 -420	-4%	-$39.6K	0.69%	38
2020 Q2	$1M	Buy	10,971 +235	+2%	+$20.7K	0.82%	35
2020 Q1	$857K	Sell	10,736 -404	-4%	-$39.8K	0.9%	30
2019 Q4	$1.2M	Buy	+11,140	New	+$1.17M	1%	21

Other funds holding SDY

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GLLW

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Howard Wealth Management's SDY Position: Q2 2026 in Review

Howard Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q2 2026, selling an estimated $32.2K and leaving 8,347 shares worth $1.27M. The position accounts for 0.47% of the portfolio, ranked #52.

Howard Wealth Management first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35M in Q3 2024. 482 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Howard Wealth Management held 8,347 shares of State Street SPDR S&P Dividend ETF worth $1.27M as of Q2 2026.
Howard Wealth Management sold 216 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $32.2K.
State Street SPDR S&P Dividend ETF made up 0.47% of Howard Wealth Management's portfolio in Q2 2026, its #52 holding.
Howard Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Howard Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.35M in Q3 2024.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.