Lodestone Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Lodestone Wealth Management’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	$323K	Buy	2,119 +5	+0.2%	+$745	0.11%	147
2026 Q1	$309K	Buy	2,114 +4	+0.2%	+$596	0.12%	143
2025 Q4	$294K	Buy	2,110 +6	+0.3%	+$835	0.12%	145
2025 Q3	$295K	Buy	2,104 +623	+42%	+$86.9K	0.13%	141
2025 Q2	$201K	Buy	+1,481	New	+$196K	0.1%	168
2024 Q4	–	Sell	-1,440	Closed	-$205K	–	159
2024 Q3	$205K	Buy	+1,440	New	+$195K	0.1%	146

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

Lodestone Wealth Management's SDY Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.24% in Q2 2026, buying an estimated $745 and bringing the position to 2,119 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #147.

Lodestone Wealth Management first reported a position in SDY in Q3 2024 and has held it in 6 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Lodestone Wealth Management held 2,119 shares of State Street SPDR S&P Dividend ETF worth $323K as of Q2 2026.
Lodestone Wealth Management bought 5 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $745.
State Street SPDR S&P Dividend ETF made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #147 holding.
Lodestone Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 6 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.