MFA
SDY icon

Mayflower Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mayflower Financial 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 		$640K Buy
4,206
+435
+12% +$64.8K 0.06% 252
2026
Q1 		$550K Sell
3,771
-49
-1% -$7.3K 0.07% 250
2025
Q4 		$532K Buy
3,820
+16
+0.4% +$2.23K 0.06% 240
2025
Q3 		$533K Buy
3,804
+38
+1% +$5.3K 0.07% 243
2025
Q2 		$511K Sell
3,766
-148
-4% -$19.6K 0.07% 241
2025
Q1 		$531K Sell
3,914
-30
-0.8% -$4.04K 0.08% 217
2024
Q4 		$521K Sell
3,944
-89
-2% -$12.4K 0.08% 220
2024
Q3 		$573K Sell
4,033
-29,231
-88% -$3.95M 0.09% 202
2024
Q2 		$552K Sell
33,264
-23
-0.1% -$2.96K 0.09% 198
2024
Q1 		$571K Buy
33,287
+485
+1% +$60.8K 0.1% 193
2023
Q4 		$485K Sell
32,802
-438
-1% -$51.4K 0.07% 206
2023
Q3 		$499K Sell
33,240
-781
-2% -$95.3K 0.07% 194
2023
Q2 		$626K Buy
34,021
+718
+2% +$87.7K 0.08% 176
2023
Q1 		$542K Sell
33,303
-49
-0.1% -$6.17K 0.07% 186
2022
Q4 		$554K Buy
33,352
+44
+0.1% +$5.43K 0.08% 179
2022
Q3 		$492K Buy
33,308
+964
+3% +$119K 0.08% 186
2022
Q2 		$408K Hold
32,344
– – 0.06% 215
2022
Q1 		$438K Hold
32,344
– – 0.06% 218
2021
Q4 		$441K Buy
32,344
+29,206
+931% +$3.63M 0.06% 209
2021
Q3 		$384K Sell
3,138
-300
-9% -$36.7K 0.05% 223
2021
Q2 		$420K Sell
3,438
-41
-1% -$5.07K 0.06% 193
2021
Q1 		$411K Buy
3,479
+41
+1% +$4.6K 0.06% 186
2020
Q4 		$364K Buy
+3,438
New +$348K 0.06% 174

Other funds holding SDY

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
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Mayflower Financial Advisors's SDY Position: Q2 2026 in Review

Mayflower Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q2 2026, buying an estimated $64.8K and bringing the position to 4,206 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #252.

Mayflower Financial Advisors first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. 482 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Mayflower Financial Advisors held 4,206 shares of State Street SPDR S&P Dividend ETF worth $640K as of Q2 2026.
  • Mayflower Financial Advisors bought 435 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $64.8K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #252 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • 482 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.