MFG
SDY icon

Merit Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Merit Financial Group’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 		$6.33M Sell
41,570
-3,996
-9% -$595K 0.04% 370
2026
Q1 		$6.65M Sell
45,566
-2,414
-5% -$360K 0.05% 321
2025
Q4 		$6.68M Sell
47,980
-1,287
-3% -$179K 0.05% 281
2025
Q3 		$6.9M Sell
49,267
-3,251
-6% -$453K 0.06% 235
2025
Q2 		$7.13M Buy
52,518
+1,361
+3% +$180K 0.08% 194
2025
Q1 		$6.94M Buy
51,157
+32,591
+176% +$4.38M 0.1% 159
2024
Q4 		$2.45M Buy
18,566
+2,508
+16% +$350K 0.04% 318
2024
Q3 		$2.28M Sell
16,058
-2,745
-15% -$371K 0.05% 257
2024
Q2 		$2.39M Sell
18,803
-177
-0.9% -$22.8K 0.05% 245
2024
Q1 		$2.44M Buy
18,980
+1,862
+11% +$234K 0.06% 239
2023
Q4 		$2.14M Buy
17,118
+1,827
+12% +$214K 0.07% 194
2023
Q3 		$1.76M Buy
15,291
+129
+0.9% +$15.7K 0.06% 240
2023
Q2 		$1.86M Sell
15,162
-1,203
-7% -$147K 0.06% 234
2023
Q1 		$2.02M Sell
16,365
-1,110
-6% -$140K 0.07% 204
2022
Q4 		$2.19M Buy
17,475
+13,161
+305% +$1.63M 0.08% 186
2022
Q3 		$481K Sell
4,314
-28,230
-87% -$3.48M 0.02% 364
2022
Q2 		$3.86M Buy
32,544
+28,848
+781% +$3.6M 0.12% 109
2022
Q1 		$474K Sell
3,696
-171
-4% -$21.6K 0.03% 244
2021
Q4 		$499K Sell
3,867
-144
-4% -$17.9K 0.05% 165
2021
Q3 		$472K Sell
4,011
-1,453
-27% -$178K 0.05% 163
2021
Q2 		$668K Buy
5,464
+1,335
+32% +$165K 0.06% 135
2021
Q1 		$487K Sell
4,129
-685
-14% -$76.8K 0.05% 154
2020
Q4 		$510K Sell
4,814
-600
-11% -$60.7K 0.05% 138
2020
Q3 		$500K Buy
5,414
+4
+0.1% +$377 0.05% 140
2020
Q2 		$493K Sell
5,410
-2,966
-35% -$261K 0.05% 130
2020
Q1 		$669K Buy
8,376
+3,506
+72% +$346K 0.07% 98
2019
Q4 		$524K Buy
+4,870
New +$511K 0.05% 135

Other funds holding SDY

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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Merit Financial Group's SDY Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 8.8% in Q2 2026, selling an estimated $595K and leaving 41,570 shares worth $6.33M. The position accounts for 0.04% of the portfolio, ranked #370.

Merit Financial Group first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.13M in Q2 2025. 261 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Merit Financial Group held 41,570 shares of State Street SPDR S&P Dividend ETF worth $6.33M as of Q2 2026.
  • Merit Financial Group sold 3,996 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $595K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #370 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's State Street SPDR S&P Dividend ETF position peaked at $7.13M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.