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Marshall Financial Group (Maryland)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Marshall Financial Group (Maryland)’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 		$224K Hold
1,473
– – 0.03% 292
2026
Q1 		$215K Sell
1,473
-321
-18% -$47.8K 0.03% 280
2025
Q4 		$250K Sell
1,794
-90
-5% -$12.5K 0.05% 254
2025
Q3 		$264K Hold
1,884
– – 0.05% 223
2025
Q2 		$260K Hold
1,884
– – 0.05% 220
2025
Q1 		$256K Sell
1,884
-160
-8% -$21.5K 0.06% 202
2024
Q4 		$270K Hold
2,044
– – 0.07% 192
2024
Q3 		$290K Buy
2,044
+73
+4% +$9.87K 0.07% 183
2024
Q2 		$251K Buy
+1,971
New +$254K 0.07% 154
2024
Q1 		– Sell
-2,131
Closed -$266K – 179
2023
Q4 		$266K Hold
2,131
– – 0.09% 154
2023
Q3 		$245K Hold
2,131
– – 0.09% 150
2023
Q2 		$261K Sell
2,131
-320
-13% -$39.1K 0.09% 148
2023
Q1 		$303K Buy
2,451
+569
+30% +$71.6K 0.11% 148
2022
Q4 		$235K Sell
1,882
-569
-23% -$70.3K 0.09% 156
2022
Q3 		$273K Hold
2,451
– – 0.12% 151
2022
Q2 		$291K Hold
2,451
– – 0.12% 154
2022
Q1 		$314K Hold
2,451
– – 0.13% 166
2021
Q4 		$316K Sell
2,451
-395
-14% -$49.2K 0.12% 174
2021
Q3 		$335K Hold
2,846
– – 0.17% 141
2021
Q2 		$348K Hold
2,846
– – 0.19% 138
2021
Q1 		$336K Buy
+2,846
New +$319K 0.2% 111

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SDY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,473 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #292.

Marshall Financial Group (Maryland) first reported a position in SDY in Q1 2021 and has held it in 21 quarters since. The position peaked at $348K in Q2 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,473 shares of State Street SPDR S&P Dividend ETF worth $224K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #292 holding.
  • Marshall Financial Group (Maryland) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 21 quarters since.
  • Marshall Financial Group (Maryland)'s State Street SPDR S&P Dividend ETF position peaked at $348K in Q2 2021.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.