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

Market Street Wealth Management Advisors’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	$602K	Sell	3,953 -140	-3%	-$20.9K	0.09%	73
2026 Q1	$597K	Sell	4,093 -33	-0.8%	-$4.92K	0.09%	68
2025 Q4	$574K	Sell	4,126 -151	-4%	-$21K	0.09%	71
2025 Q3	$599K	Sell	4,277 -250	-6%	-$34.9K	0.1%	68
2025 Q2	$614K	Sell	4,527 -187	-4%	-$24.8K	0.1%	64
2025 Q1	$640K	Sell	4,714 -134	-3%	-$18K	0.11%	63
2024 Q4	$640K	Sell	4,848 -1,306	-21%	-$182K	0.11%	62
2024 Q3	$874K	Sell	6,154 -29	-0.5%	-$3.92K	0.14%	53
2024 Q2	$786K	Sell	6,183 -460	-7%	-$59.3K	0.13%	56
2024 Q1	$872K	Sell	6,643 -103	-2%	-$12.9K	0.15%	57
2023 Q4	$843K	Sell	6,746 -381	-5%	-$44.7K	0.18%	59
2023 Q3	$820K	Sell	7,127 -493	-6%	-$60.2K	0.21%	57
2023 Q2	$934K	Sell	7,620 -219	-3%	-$26.8K	0.24%	54
2023 Q1	$970K	Sell	7,839 -749	-9%	-$94.2K	0.25%	54
2022 Q4	$1.07M	Sell	8,588 -1,265	-13%	-$156K	0.31%	58
2022 Q3	$1.1M	Sell	9,853 -4,396	-31%	-$541K	0.35%	57
2022 Q2	$1.69M	Buy	14,249 +1,361	+11%	+$170K	0.52%	41
2022 Q1	$1.65M	Sell	12,888 -419	-3%	-$53K	0.59%	39
2021 Q4	$1.72M	Sell	13,307 -1,254	-9%	-$156K	0.56%	36
2021 Q3	$1.71M	Buy	14,561 +2	+0%	+$245	0.68%	31
2021 Q2	$1.78M	Sell	14,559 -1,390	-9%	-$172K	0.78%	33
2021 Q1	$1.88M	Sell	15,949 -2,696	-14%	-$302K	1.11%	25
2020 Q4	$1.98M	Sell	18,645 -1,274	-6%	-$129K	1.54%	18
2020 Q3	$1.84M	Sell	19,919 -1,513	-7%	-$143K	1.65%	18
2020 Q2	$1.96M	Sell	21,432 -6,423	-23%	-$565K	1.78%	17
2020 Q1	$2.22M	Sell	27,855 -11,229	-29%	-$1.11M	2.4%	14
2019 Q4	$4.2M	Sell	39,084 -5,490	-12%	-$576K	3.84%	8
2019 Q3	$4.57M	Sell	44,574 -3,128	-7%	-$315K	4.44%	8
2019 Q2	$4.91M	Sell	47,702 -8,851	-16%	-$885K	4.73%	8
2019 Q1	$5.62M	Sell	56,553 -11,201	-17%	-$1.08M	5.61%	7
2018 Q4	$6.07M	Buy	+67,754	New	+$6.39M	6.77%	5

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Market Street Wealth Management Advisors's SDY Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.4% in Q2 2026, selling an estimated $20.9K and leaving 3,953 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #73.

Market Street Wealth Management Advisors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.07M in Q4 2018. 847 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Market Street Wealth Management Advisors held 3,953 shares of State Street SPDR S&P Dividend ETF worth $602K as of Q2 2026.
Market Street Wealth Management Advisors sold 140 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $20.9K.
State Street SPDR S&P Dividend ETF made up 0.09% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #73 holding.
Market Street Wealth Management Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Market Street Wealth Management Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.07M in Q4 2018.
847 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.