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

Midwest 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	$472K	Buy	3,100 +20	+0.6%	+$2.98K	0.17%	93
2026 Q1	$449K	Buy	3,080 +19	+0.6%	+$2.83K	0.19%	83
2025 Q4	$426K	Buy	3,061 +22	+0.7%	+$3.06K	0.19%	80
2025 Q3	$426K	Buy	3,039 +19	+0.6%	+$2.65K	0.2%	78
2025 Q2	$410K	Buy	3,020 +20	+0.7%	+$2.65K	0.22%	76
2025 Q1	$407K	Buy	3,000 +18	+0.6%	+$2.42K	0.24%	72
2024 Q4	$394K	Buy	+2,982	New	+$416K	0.23%	79

Other funds holding SDY

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

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

Midwest Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.65% in Q2 2026, buying an estimated $2.98K and bringing the position to 3,100 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #93.

Midwest Financial Group first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Midwest Financial Group held 3,100 shares of State Street SPDR S&P Dividend ETF worth $472K as of Q2 2026.
Midwest Financial Group bought 20 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.98K.
State Street SPDR S&P Dividend ETF made up 0.17% of Midwest Financial Group's portfolio in Q2 2026, its #93 holding.
Midwest Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
378 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.