May Barnhard Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

May Barnhard Investments’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	$1.62M	Buy	10,663 +10	+0.1%	+$1.49K	0.66%	35
2026 Q1	$1.55M	Buy	10,653 +8	+0.1%	+$1.19K	0.75%	33
2025 Q4	$1.48M	Sell	10,645 -2,385	-18%	-$332K	0.7%	32
2025 Q3	$1.82M	Buy	13,030 +1,304	+11%	+$182K	0.85%	32
2025 Q2	$1.59M	Buy	11,726 +1,568	+15%	+$208K	0.74%	36
2025 Q1	$1.38M	Buy	10,158 +18	+0.2%	+$2.42K	0.69%	36
2024 Q4	$1.34M	Buy	10,140 +23	+0.2%	+$3.21K	0.64%	35
2024 Q3	$1.44M	Sell	10,117 -60	-0.6%	-$8.11K	0.7%	35
2024 Q2	$1.29M	Sell	10,177 -131	-1%	-$16.9K	0.67%	36
2024 Q1	$1.35M	Buy	10,308 +487	+5%	+$61.1K	0.68%	35
2023 Q4	$1.23M	Buy	+9,821	New	+$1.15M	0.63%	36

Other funds holding SDY

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

May Barnhard Investments's SDY Position: Q2 2026 in Review

May Barnhard Investments increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.09% in Q2 2026, buying an estimated $1.49K and bringing the position to 10,663 shares worth $1.62M. The position accounts for 0.66% of the portfolio, ranked #35.

May Barnhard Investments first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q3 2025. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

May Barnhard Investments held 10,663 shares of State Street SPDR S&P Dividend ETF worth $1.62M as of Q2 2026.
May Barnhard Investments bought 10 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.49K.
State Street SPDR S&P Dividend ETF made up 0.66% of May Barnhard Investments's portfolio in Q2 2026, its #35 holding.
May Barnhard Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's State Street SPDR S&P Dividend ETF position peaked at $1.82M in Q3 2025.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.