MFG
SDY icon

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

Magnus Financial Group’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 		$517K Sell
3,395
-53
-2% -$7.9K 0.04% 237
2026
Q1 		$503K Buy
3,448
+144
+4% +$21.5K 0.04% 226
2025
Q4 		$460K Buy
3,304
+18
+0.5% +$2.5K 0.04% 270
2025
Q3 		$460K Sell
3,286
-517
-14% -$72.1K 0.04% 268
2025
Q2 		$516K Sell
3,803
-80
-2% -$10.6K 0.05% 229
2025
Q1 		$527K Sell
3,883
-297
-7% -$39.9K 0.05% 217
2024
Q4 		$552K Sell
4,180
-56
-1% -$7.82K 0.05% 204
2024
Q3 		$602K Buy
4,236
+59
+1% +$7.98K 0.06% 194
2024
Q2 		$531K Buy
4,177
+171
+4% +$22K 0.06% 192
2024
Q1 		$526K Buy
4,006
+345
+9% +$43.3K 0.06% 186
2023
Q4 		$458K Sell
3,661
-112
-3% -$13.1K 0.06% 182
2023
Q3 		$434K Sell
3,773
-49
-1% -$5.98K 0.06% 174
2023
Q2 		$469K Sell
3,822
-25
-0.6% -$3.05K 0.07% 173
2023
Q1 		$476K Buy
3,847
+56
+1% +$7.05K 0.07% 175
2022
Q4 		$474K Sell
3,791
-154
-4% -$19K 0.08% 157
2022
Q3 		$440K Buy
3,945
+51
+1% +$6.28K 0.08% 152
2022
Q2 		$462K Sell
3,894
-631
-14% -$78.7K 0.08% 153
2022
Q1 		$580K Buy
+4,525
New +$572K 0.1% 149
2020
Q1 		– Sell
-1,945
Closed -$209K – 666
2019
Q4 		$209K Buy
+1,945
New +$204K 0.03% 483

Other funds holding SDY

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Magnus Financial Group's SDY Position: Q2 2026 in Review

Magnus Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q2 2026, selling an estimated $7.9K and leaving 3,395 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #237.

Magnus Financial Group first reported a position in SDY in Q4 2019 and has held it in 19 quarters since. The position peaked at $602K in Q3 2024. 428 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Magnus Financial Group held 3,395 shares of State Street SPDR S&P Dividend ETF worth $517K as of Q2 2026.
  • Magnus Financial Group sold 53 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.9K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #237 holding.
  • Magnus Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 19 quarters since.
  • Magnus Financial Group's State Street SPDR S&P Dividend ETF position peaked at $602K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.