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

Marion 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	$209K	Buy	+1,371	New	+$204K	0.04%	153
2026 Q1	–	Sell	-1,499	Closed	-$220K	–	153
2025 Q4	$220K	Buy	1,499 +6	+0.4%	+$835	0.05%	135
2025 Q3	$209K	Buy	1,493 +5	+0.3%	+$697	0.05%	128
2025 Q2	$202K	Buy	1,488 +6	+0.4%	+$796	0.05%	130
2025 Q1	$201K	Sell	1,482 -131	-8%	-$17.6K	0.05%	127
2024 Q4	$213K	Buy	1,613 +6	+0.4%	+$838	0.06%	124
2024 Q3	$228K	Sell	1,607 -99	-6%	-$13.4K	0.06%	119
2024 Q2	$217K	Buy	1,706 +6	+0.4%	+$773	0.06%	117
2024 Q1	$223K	Sell	1,700 -76	-4%	-$9.54K	0.07%	118
2023 Q4	$222K	Sell	1,776 -3,360	-65%	-$394K	0.07%	111
2023 Q3	$591K	Buy	5,136 +6	+0.1%	+$732	0.21%	79
2023 Q2	$629K	Buy	5,130 +22	+0.4%	+$2.69K	0.22%	73
2023 Q1	$632K	Buy	5,108 +68	+1%	+$8.55K	0.24%	74
2022 Q4	$630K	Sell	5,040 -1,100	-18%	-$136K	0.27%	71
2022 Q3	$685K	Sell	6,140 -254	-4%	-$31.3K	0.35%	60
2022 Q2	$759K	Sell	6,394 -1,369	-18%	-$171K	0.4%	54
2022 Q1	$995K	Sell	7,763 -72	-0.9%	-$9.1K	0.49%	51
2021 Q4	$1.01M	Buy	+7,835	New	+$975K	0.48%	50

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

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

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Marion Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,371 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: Marion Wealth Management previously reported a position in SDY as recently as Q4 2025.

Marion Wealth Management first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2021. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Marion Wealth Management held 1,371 shares of State Street SPDR S&P Dividend ETF worth $209K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Marion Wealth Management position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Marion Wealth Management's portfolio in Q2 2026, its #153 holding.
Marion Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Marion Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.01M in Q4 2021.
222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.