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LifeSteps Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LifeSteps Financial’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 		$4.7M Buy
30,887
+51
+0.2% +$7.6K 2.19% 9
2026
Q1 		$4.5M Buy
30,836
+1,785
+6% +$266K 2.85% 8
2025
Q4 		$4.04M Sell
29,051
-306
-1% -$42.6K 2.59% 10
2025
Q3 		$4.11M Buy
29,357
+9
+0% +$1.25K 2.64% 9
2025
Q2 		$3.98M Sell
29,348
-64
-0.2% -$8.49K 2.74% 8
2025
Q1 		$3.99M Buy
29,412
+291
+1% +$39.1K 3.24% 6
2024
Q4 		$3.85M Buy
29,121
+536
+2% +$74.9K 2.95% 8
2024
Q3 		$4.06M Sell
28,585
-14
-0% -$1.89K 3.18% 7
2024
Q2 		$3.64M Sell
28,599
-5,177
-15% -$667K 3% 8
2024
Q1 		$4.43M Sell
33,776
-86
-0.3% -$10.8K 3.35% 6
2023
Q4 		$4.23M Sell
33,862
-385
-1% -$45.2K 3.75% 6
2023
Q3 		$3.94M Sell
34,247
-173
-0.5% -$21.1K 4.01% 6
2023
Q2 		$4.22M Sell
34,420
-1,131
-3% -$138K 4.17% 5
2023
Q1 		$4.4M Sell
35,551
-1,204
-3% -$151K 4.67% 4
2022
Q4 		$4.6M Buy
36,755
+4,418
+14% +$546K 4.79% 4
2022
Q3 		$3.61M Buy
32,337
+328
+1% +$40.4K 4.06% 5
2022
Q2 		$3.8M Sell
32,009
-287
-0.9% -$35.8K 3.96% 5
2022
Q1 		$4.14M Sell
32,296
-969
-3% -$122K 3.06% 7
2021
Q4 		$4.29M Sell
33,265
-900
-3% -$112K 3.04% 8
2021
Q3 		$4.02M Sell
34,165
-664
-2% -$81.3K 3.07% 9
2021
Q2 		$4.26M Buy
34,829
+1,314
+4% +$162K 3.27% 7
2021
Q1 		$3.96M Sell
33,515
-3,892
-10% -$436K 3.3% 7
2020
Q4 		$3.96M Sell
37,407
-1,597
-4% -$162K 3.64% 6
2020
Q3 		$3.6M Sell
39,004
-1,486
-4% -$140K 3.8% 6
2020
Q2 		$3.69M Sell
40,490
-4,015
-9% -$353K 4.26% 6
2020
Q1 		$3.55M Sell
44,505
-2,277
-5% -$225K 4.09% 3
2019
Q4 		$5.03M Buy
+46,782
New +$4.91M 4.75% 3

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

LifeSteps Financial's SDY Position: Q2 2026 in Review

LifeSteps Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.17% in Q2 2026, buying an estimated $7.6K and bringing the position to 30,887 shares worth $4.7M. The position accounts for 2.19% of the portfolio, ranked #9.

LifeSteps Financial first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.03M in Q4 2019. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • LifeSteps Financial held 30,887 shares of State Street SPDR S&P Dividend ETF worth $4.7M as of Q2 2026.
  • LifeSteps Financial bought 51 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.6K.
  • State Street SPDR S&P Dividend ETF made up 2.19% of LifeSteps Financial's portfolio in Q2 2026, its #9 holding.
  • LifeSteps Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's State Street SPDR S&P Dividend ETF position peaked at $5.03M in Q4 2019.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.