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

Kaydan 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	$746K	Sell	4,904 -99	-2%	-$14.7K	0.23%	56
2026 Q1	$730K	Buy	5,003 +207	+4%	+$30.8K	0.24%	54
2025 Q4	$667K	Buy	4,796 +10	+0.2%	+$1.39K	0.19%	55
2025 Q3	$670K	Sell	4,786 -4	-0.1%	-$558	0.19%	56
2025 Q2	$650K	Sell	4,790 -260	-5%	-$34.5K	0.21%	54
2025 Q1	$685K	Sell	5,050 -5	-0.1%	-$672	0.22%	49
2024 Q4	$668K	Buy	5,055 +98	+2%	+$13.7K	0.22%	50
2024 Q3	$704K	Sell	4,957 -21	-0.4%	-$2.84K	0.21%	46
2024 Q2	$633K	Sell	4,978 -371	-7%	-$47.8K	0.22%	48
2024 Q1	$702K	Buy	5,349 +231	+5%	+$29K	0.24%	43
2023 Q4	$640K	Sell	5,118 -177	-3%	-$20.8K	0.26%	47
2023 Q3	$609K	Buy	5,295 +35	+0.7%	+$4.27K	0.24%	41
2023 Q2	$645K	Sell	5,260 -100	-2%	-$12.2K	0.27%	42
2023 Q1	$663K	Buy	5,360 +97	+2%	+$12.2K	0.27%	40
2022 Q4	$658K	Buy	5,263 +305	+6%	+$37.7K	0.26%	39
2022 Q3	$553K	Buy	4,958 +817	+20%	+$101K	0.31%	40
2022 Q2	$492K	Buy	4,141 +551	+15%	+$68.7K	0.27%	49
2022 Q1	$460K	Buy	3,590 +142	+4%	+$17.9K	0.2%	59
2021 Q4	$445K	Buy	+3,448	New	+$429K	0.17%	63

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

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

Kaydan Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2% in Q2 2026, selling an estimated $14.7K and leaving 4,904 shares worth $746K. The position accounts for 0.23% of the portfolio, ranked #56.

Kaydan Wealth Management first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kaydan Wealth Management held 4,904 shares of State Street SPDR S&P Dividend ETF worth $746K as of Q2 2026.
Kaydan Wealth Management sold 99 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $14.7K.
State Street SPDR S&P Dividend ETF made up 0.23% of Kaydan Wealth Management's portfolio in Q2 2026, its #56 holding.
Kaydan Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.