LKBC
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L.K. Benson & Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

L.K. Benson & Company’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 		– Sell
-1,968
Closed -$287K – 120
2026
Q1 		$287K Hold
1,968
– – 0.09% 97
2025
Q4 		$274K Buy
+1,968
New +$274K 0.14% 98

Other funds holding SDY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

L.K. Benson & Company's SDY Position: Q2 2026 in Review

L.K. Benson & Company sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,968 shares — an estimated $287K sold.

L.K. Benson & Company first reported a position in SDY in Q4 2025 and held it in 2 quarters. The position peaked at $287K in Q1 2026. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • L.K. Benson & Company reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • L.K. Benson & Company sold 1,968 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $287K.
  • L.K. Benson & Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and held it in 2 quarters.
  • L.K. Benson & Company's State Street SPDR S&P Dividend ETF position peaked at $287K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.