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

McGlone Suttner 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	$2.05M	Sell	13,480 -40	-0.3%	-$5.96K	0.24%	47
2026 Q1	$1.97M	Buy	13,520 +40	+0.3%	+$5.96K	0.26%	45
2025 Q4	$1.88M	Sell	13,480 -68	-0.5%	-$9.46K	0.25%	45
2025 Q3	$1.9M	Sell	13,548 -107	-0.8%	-$14.9K	0.27%	41
2025 Q2	$1.85M	Sell	13,655 -267	-2%	-$35.4K	0.28%	37
2025 Q1	$1.89M	Sell	13,922 -100	-0.7%	-$13.4K	0.31%	34
2024 Q4	$1.85M	Buy	14,022 +2,414	+21%	+$337K	0.31%	34
2024 Q3	$1.65M	Sell	11,608 -3,068	-21%	-$415K	0.34%	35
2024 Q2	$1.83M	Hold	14,676	–	–	0.38%	25
2024 Q1	$1.93M	Hold	14,676	–	–	0.36%	25
2023 Q4	$1.83M	Buy	14,676 +3	+0%	+$352	0.36%	25
2023 Q3	$1.69M	Sell	14,673 -34	-0.2%	-$4.15K	0.39%	24
2023 Q2	$1.8M	Hold	14,707	–	–	0.41%	24
2023 Q1	$1.82M	Hold	14,707	–	–	0.47%	22
2022 Q4	$1.84M	Buy	+14,707	New	+$1.82M	0.58%	23

Other funds holding SDY

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

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

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

McGlone Suttner Wealth Management's SDY Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.3% in Q2 2026, selling an estimated $5.96K and leaving 13,480 shares worth $2.05M. The position accounts for 0.24% of the portfolio, ranked #47.

McGlone Suttner Wealth Management first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 527 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

McGlone Suttner Wealth Management held 13,480 shares of State Street SPDR S&P Dividend ETF worth $2.05M as of Q2 2026.
McGlone Suttner Wealth Management sold 40 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.96K.
State Street SPDR S&P Dividend ETF made up 0.24% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #47 holding.
McGlone Suttner 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.
527 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.