MBM Wealth Consultants’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MBM Wealth Consultants’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	–	Sell	-235	Closed	-$34.3K	–	321
2026 Q1	$34.3K	Buy	+235	New	+$35K	0.01%	169
2023 Q2	–	Sell	-570	Closed	-$71K	–	237
2023 Q1	$71K	Hold	570	–	–	0.03%	144
2022 Q4	$72K	Sell	570 -5	-0.9%	-$618	0.03%	144
2022 Q3	$66K	Hold	575	–	–	0.03%	141
2022 Q2	$68K	Hold	575	–	–	0.03%	140
2022 Q1	$74K	Hold	575	–	–	0.03%	159
2021 Q4	$74K	Hold	575	–	–	0.03%	137
2021 Q3	$68K	Hold	575	–	–	0.03%	141
2021 Q2	$70K	Hold	575	–	–	0.03%	132
2021 Q1	$68K	Hold	575	–	–	0.03%	125
2020 Q4	$61K	Hold	575	–	–	0.03%	125
2020 Q3	$53K	Hold	575	–	–	0.03%	125
2020 Q2	$52K	Hold	575	–	–	0.04%	118
2020 Q1	$46K	Hold	575	–	–	0.04%	114
2019 Q4	$62K	Hold	575	–	–	0.05%	112
2019 Q3	$59K	Hold	575	–	–	0.05%	113
2019 Q2	$58K	Hold	575	–	–	0.05%	116
2019 Q1	$57K	Hold	575	–	–	0.05%	116
2018 Q4	$51K	Buy	+575	New	+$54.2K	0.05%	130

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

MBM Wealth Consultants's SDY Position: Q2 2026 in Review

MBM Wealth Consultants sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 235 shares — an estimated $34.3K sold.

MBM Wealth Consultants first reported a position in SDY in Q4 2018 and held it in 19 quarters. The position peaked at $74K in Q1 2022. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

MBM Wealth Consultants reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 235 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $34.3K.
MBM Wealth Consultants first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's State Street SPDR S&P Dividend ETF position peaked at $74K in Q1 2022.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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