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

Jeppson 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	$1.29M	Sell	8,475 -1,135	-12%	-$169K	0.38%	63
2026 Q1	$1.4M	Sell	9,610 -435	-4%	-$64.8K	0.44%	58
2025 Q4	$1.4M	Sell	10,045 -350	-3%	-$48.7K	0.44%	57
2025 Q3	$1.46M	Sell	10,395 -200	-2%	-$27.9K	0.46%	58
2025 Q2	$1.44M	Sell	10,595 -55	-0.5%	-$7.29K	0.5%	52
2025 Q1	$1.44M	Sell	10,650 -100	-0.9%	-$13.4K	0.53%	51
2024 Q4	$1.42M	Sell	10,750 -390	-4%	-$54.5K	0.52%	53
2024 Q3	$1.58M	Sell	11,140 -390	-3%	-$52.7K	0.57%	45
2024 Q2	$1.47M	Sell	11,530 -515	-4%	-$66.3K	0.56%	47
2024 Q1	$1.58M	Sell	12,045 -550	-4%	-$69K	0.61%	44
2023 Q4	$1.57M	Sell	12,595 -55	-0.4%	-$6.46K	0.65%	39
2023 Q3	$1.45M	Sell	12,650 -75	-0.6%	-$9.15K	0.67%	34
2023 Q2	$1.56M	Sell	12,725 -395	-3%	-$48.2K	0.68%	33
2023 Q1	$1.62M	Sell	13,120 -1,197	-8%	-$151K	0.71%	31
2022 Q4	$1.79M	Sell	14,317 -2,041	-12%	-$252K	0.75%	28
2022 Q3	$1.82M	Sell	16,358 -440	-3%	-$54.2K	0.83%	24
2022 Q2	$1.99M	Buy	+16,798	New	+$2.09M	0.86%	22

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

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

Jeppson Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q2 2026, selling an estimated $169K and leaving 8,475 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #63.

Jeppson Wealth Management first reported a position in SDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.99M in Q2 2022. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Jeppson Wealth Management held 8,475 shares of State Street SPDR S&P Dividend ETF worth $1.29M as of Q2 2026.
Jeppson Wealth Management sold 1,135 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $169K.
State Street SPDR S&P Dividend ETF made up 0.38% of Jeppson Wealth Management's portfolio in Q2 2026, its #63 holding.
Jeppson Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 17 quarters since.
Jeppson Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.99M in Q2 2022.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.