Meramec Financial Planners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Meramec Financial Planners’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	$355K	Buy	2,264 +61	+3%	+$9.09K	0.13%	89
2026 Q1	$329K	Buy	2,203 +6	+0.3%	+$894	0.13%	85
2025 Q4	$337K	Buy	+2,197	New	+$306K	0.13%	88

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

Meramec Financial Planners's SDY Position: Q2 2026 in Review

Meramec Financial Planners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.8% in Q2 2026, buying an estimated $9.09K and bringing the position to 2,264 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #89.

Meramec Financial Planners first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Meramec Financial Planners held 2,264 shares of State Street SPDR S&P Dividend ETF worth $355K as of Q2 2026.
Meramec Financial Planners bought 61 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $9.09K.
State Street SPDR S&P Dividend ETF made up 0.13% of Meramec Financial Planners's portfolio in Q2 2026, its #89 holding.
Meramec Financial Planners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.