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
2020
Q2
– Sell
-100
Closed -$1K – 650
2020
Q1
$1K Buy
+100
New +$9.86K ﹤0.01% 496

Other funds holding SDY

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. 1,249 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.
  • 1,249 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.