Kingsview Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.31M | Buy |
8,576
+414
| +5% | +$61.7K | 0.02% | 673 |
|
|
2026
Q1 | $1.19M | Sell |
8,162
-268
| -3% | -$39.9K | 0.02% | 620 |
|
|
2025
Q4 | $1.17M | Buy |
8,430
+36
| +0.4% | +$5.01K | 0.02% | 594 |
|
|
2025
Q3 | $1.18M | Buy |
8,394
+1,658
| +25% | +$231K | 0.02% | 570 |
|
|
2025
Q2 | $914K | Buy |
6,736
+48
| +0.7% | +$6.37K | 0.02% | 608 |
|
|
2025
Q1 | $907K | Buy |
6,688
+100
| +2% | +$13.4K | 0.02% | 571 |
|
|
2024
Q4 | $870K | Sell |
6,588
-274
| -4% | -$38.3K | 0.02% | 583 |
|
|
2024
Q3 | $975K | Buy |
6,862
+138
| +2% | +$18.7K | 0.02% | 537 |
|
|
2024
Q2 | $855K | Buy |
6,724
+2,525
| +60% | +$325K | 0.02% | 550 |
|
|
2024
Q1 | $551K | Buy |
4,199
+577
| +16% | +$72.4K | 0.01% | 641 |
|
|
2023
Q4 | $453K | Sell |
3,622
-910
| -20% | -$107K | 0.01% | 657 |
|
|
2023
Q3 | $521K | Buy |
4,532
+854
| +23% | +$104K | 0.02% | 608 |
|
|
2023
Q2 | $451K | Buy |
3,678
+493
| +15% | +$60.2K | 0.02% | 622 |
|
|
2023
Q1 | $394K | Sell |
3,185
-262
| -8% | -$33K | 0.02% | 642 |
|
|
2022
Q4 | $431K | Sell |
3,447
-160
| -4% | -$19.8K | 0.02% | 551 |
|
|
2022
Q3 | $402K | Sell |
3,607
-443
| -11% | -$54.6K | 0.02% | 555 |
|
|
2022
Q2 | $481K | Buy |
4,050
+166
| +4% | +$20.7K | 0.02% | 546 |
|
|
2022
Q1 | $498K | Sell |
3,884
-606
| -13% | -$76.6K | 0.02% | 572 |
|
|
2021
Q4 | $580K | Buy |
4,490
+105
| +2% | +$13.1K | 0.02% | 534 |
|
|
2021
Q3 | $515K | Sell |
4,385
-186
| -4% | -$22.8K | 0.02% | 537 |
|
|
2021
Q2 | $562K | Sell |
4,571
-12,503
| -73% | -$1.55M | 0.03% | 530 |
|
|
2021
Q1 | $2.03M | Sell |
17,074
-19,807
| -54% | -$2.22M | 0.12% | 190 |
|
|
2020
Q4 | $3.91M | Buy |
36,881
+1,566
| +4% | +$158K | 0.28% | 83 |
|
|
2020
Q3 | $3.26M | Buy |
35,315
+27,442
| +349% | +$2.59M | 0.29% | 85 |
|
|
2020
Q2 | $718K | Sell |
7,873
-13,217
| -63% | -$1.16M | 0.07% | 260 |
|
|
2020
Q1 | $1.68M | Buy |
21,090
+3,007
| +17% | +$297K | 0.23% | 116 |
|
|
2019
Q4 | $1.95M | Buy |
18,083
+2,834
| +19% | +$297K | 0.24% | 115 |
|
|
2019
Q3 | $1.56M | Buy |
15,249
+261
| +2% | +$26.3K | 0.25% | 121 |
|
|
2019
Q2 | $1.51M | Sell |
14,988
-5,798
| -28% | -$580K | 0.25% | 114 |
|
|
2019
Q1 | $2.07M | Buy |
20,786
+2,052
| +11% | +$197K | 0.31% | 89 |
|
|
2018
Q4 | $1.68M | Buy |
18,734
+1,311
| +8% | +$124K | 0.37% | 85 |
|
|
2018
Q3 | $1.71M | Sell |
17,423
-520
| -3% | -$50.4K | 0.35% | 90 |
|
|
2018
Q2 | $1.66M | Sell |
17,943
-1,647
| -8% | -$152K | 0.4% | 77 |
|
|
2018
Q1 | $1.79M | Buy |
19,590
+2,637
| +16% | +$246K | 0.44% | 69 |
|
|
2017
Q4 | $1.6M | Buy |
16,953
+533
| +3% | +$49.9K | 0.57% | 45 |
|
|
2017
Q3 | $1.5M | Buy |
16,420
+3,682
| +29% | +$330K | 0.66% | 39 |
|
|
2017
Q2 | $1.13M | Buy |
12,738
+1,529
| +14% | +$136K | 0.58% | 52 |
|
|
2017
Q1 | $988K | Buy |
+11,209
| New | +$980K | 0.59% | 52 |
|
Other funds holding SDY
JIC
Kingsview Wealth Management's SDY Position: Q2 2026 in Review
Kingsview Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.1% in Q2 2026, buying an estimated $61.7K and bringing the position to 8,576 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #673.
Kingsview Wealth Management first reported a position in SDY in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.91M in Q4 2020. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Kingsview Wealth Management held 8,576 shares of State Street SPDR S&P Dividend ETF worth $1.31M as of Q2 2026.
- Kingsview Wealth Management bought 414 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $61.7K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #673 holding.
- Kingsview Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 38 quarters since.
- Kingsview Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $3.91M in Q4 2020.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.