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

Mascoma 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	$11K	Hold	72	–	–	﹤0.01%	316
2026 Q1	$10.5K	Hold	72	–	–	﹤0.01%	314
2025 Q4	$10K	Hold	72	–	–	﹤0.01%	315
2025 Q3	$10.1K	Hold	72	–	–	﹤0.01%	328
2025 Q2	$9.77K	Hold	72	–	–	﹤0.01%	324
2025 Q1	$9.77K	Hold	72	–	–	﹤0.01%	333
2024 Q4	$9.51K	Hold	72	–	–	﹤0.01%	354
2024 Q3	$10.2K	Hold	72	–	–	﹤0.01%	325
2024 Q2	$9.16K	Hold	72	–	–	﹤0.01%	344
2024 Q1	$9.45K	Hold	72	–	–	﹤0.01%	318
2023 Q4	$9K	Hold	72	–	–	﹤0.01%	328
2023 Q3	$8.28K	Hold	72	–	–	﹤0.01%	336
2023 Q2	$8.94K	Hold	72	–	–	﹤0.01%	327
2023 Q1	$9K	Hold	72	–	–	﹤0.01%	416
2022 Q4	$9.01K	Buy	+72	New	+$8.89K	﹤0.01%	420

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

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

Mascoma Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 72 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Mascoma Wealth Management first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Mascoma Wealth Management held 72 shares of State Street SPDR S&P Dividend ETF worth $11K as of Q2 2026.
Mascoma Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #316 holding.
Mascoma Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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