Kerntke Otto McGlone Wealth Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$337K	Buy	2,217 +175	+9%	+$26.1K	0.2%	66
2026 Q1	$298K	Buy	2,042 +2	+0.1%	+$298	0.2%	65
2025 Q4	$284K	Buy	2,040 +15	+0.7%	+$2.09K	0.2%	68
2025 Q3	$284K	Sell	2,025 -88	-4%	-$12.3K	0.21%	65
2025 Q2	$287K	Buy	2,113 +1	+0%	+$133	0.23%	63
2025 Q1	$287K	Buy	2,112 +13	+0.6%	+$1.75K	0.25%	59
2024 Q4	$277K	Buy	2,099 +41	+2%	+$5.73K	0.2%	63
2024 Q3	$292K	Buy	2,058 +11	+0.5%	+$1.49K	0.24%	59
2024 Q2	$260K	Buy	2,047 +14	+0.7%	+$1.8K	0.24%	63
2024 Q1	$267K	Sell	2,033 -1,177	-37%	-$148K	0.26%	57
2023 Q4	$401K	Buy	3,210 +25	+0.8%	+$2.94K	0.4%	39
2023 Q3	$366K	Buy	3,185 +21	+0.7%	+$2.56K	0.38%	41
2023 Q2	$388K	Buy	3,164 +21	+0.7%	+$2.56K	0.38%	43
2023 Q1	$389K	Buy	3,143 +18	+0.6%	+$2.27K	0.4%	41
2022 Q4	$391K	Buy	3,125 +22	+0.7%	+$2.72K	0.45%	39
2022 Q3	$346K	Buy	3,103 +20	+0.6%	+$2.46K	0.52%	36
2022 Q2	$366K	Buy	3,083 +624	+25%	+$77.8K	0.55%	35
2022 Q1	$315K	Sell	2,459 -386	-14%	-$48.8K	0.72%	25
2021 Q4	$367K	Buy	2,845 +278	+11%	+$34.6K	0.45%	43
2021 Q3	$302K	Sell	2,567 -15,205	-86%	-$1.86M	0.9%	28
2021 Q2	$2.17M	Buy	17,772 +580	+3%	+$71.7K	0.87%	29
2021 Q1	$2.03M	Sell	17,192 -267	-2%	-$29.9K	1.06%	28
2020 Q4	$1.85M	Sell	17,459 -755	-4%	-$76.4K	1.09%	26
2020 Q3	$1.68M	Sell	18,214 -1,851	-9%	-$175K	1.24%	23
2020 Q2	$1.83M	Sell	20,065 -52	-0.3%	-$4.57K	1.67%	17
2020 Q1	$1.61M	Buy	20,117 +184	+0.9%	+$18.1K	1.8%	16
2019 Q4	$2.14M	Buy	+19,933	New	+$2.09M	1.81%	16

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

Kerntke Otto McGlone Wealth Management Group's SDY Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 8.6% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,217 shares worth $337K. The position accounts for 0.2% of the portfolio, ranked #66.

Kerntke Otto McGlone Wealth Management Group first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q2 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 2,217 shares of State Street SPDR S&P Dividend ETF worth $337K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 175 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $26.1K.
State Street SPDR S&P Dividend ETF made up 0.2% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #66 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Kerntke Otto McGlone Wealth Management Group's State Street SPDR S&P Dividend ETF position peaked at $2.17M in Q2 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.