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Mine & Arao Wealth Creation & Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mine & Arao Wealth Creation & 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 		$6.86M Buy
45,107
+2,587
+6% +$385K 2.49% 9
2026
Q1 		$6.21M Buy
42,520
+1,261
+3% +$188K 2.6% 9
2025
Q4 		$5.74M Buy
41,259
+3,313
+9% +$461K 2.25% 9
2025
Q3 		$5.31M Buy
37,946
+1,095
+3% +$153K 2.16% 9
2025
Q2 		$5M Buy
36,851
+220
+0.6% +$29.2K 2.23% 10
2025
Q1 		$4.97M Buy
36,631
+354
+1% +$47.6K 2.42% 10
2024
Q4 		$4.79M Buy
36,277
+2,828
+8% +$395K 2.2% 9
2024
Q3 		$4.75M Buy
33,449
+3,354
+11% +$454K 2.21% 9
2024
Q2 		$3.83M Buy
30,095
+2,417
+9% +$311K 1.86% 9
2024
Q1 		$3.63M Buy
27,678
+1,270
+5% +$159K 1.8% 10
2023
Q4 		$3.3M Buy
26,408
+1,589
+6% +$187K 1.78% 10
2023
Q3 		$2.85M Buy
24,819
+1,988
+9% +$243K 1.74% 10
2023
Q2 		$2.8M Buy
22,831
+1,943
+9% +$237K 1.64% 10
2023
Q1 		$2.58M Buy
20,888
+1,002
+5% +$126K 1.66% 9
2022
Q4 		$2.49M Buy
19,886
+145
+0.7% +$17.9K 1.84% 10
2022
Q3 		$2.2M Buy
19,741
+418
+2% +$51.5K 1.62% 10
2022
Q2 		$2.29M Buy
19,323
+1,382
+8% +$172K 1.61% 10
2022
Q1 		$2.3M Buy
17,941
+1,858
+12% +$235K 1.35% 12
2021
Q4 		$2.08M Buy
16,083
+437
+3% +$54.4K 1.14% 14
2021
Q3 		$1.84M Buy
15,646
+1,307
+9% +$160K 1.1% 15
2021
Q2 		$1.75M Buy
14,339
+1,861
+15% +$230K 1.06% 15
2021
Q1 		$1.47M Buy
12,478
+2,590
+26% +$290K 0.98% 15
2020
Q4 		$1.05M Buy
9,888
+427
+5% +$43.2K 0.75% 18
2020
Q3 		$874K Buy
9,461
+3,135
+50% +$296K 0.72% 20
2020
Q2 		$577K Sell
6,326
-5
-0.1% -$439 0.54% 28
2020
Q1 		$506K Sell
6,331
-26
-0.4% -$2.56K 0.59% 27
2019
Q4 		$684K Buy
+6,357
New +$667K 0.64% 23

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SDY Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6.1% in Q2 2026, buying an estimated $385K and bringing the position to 45,107 shares worth $6.86M. The position accounts for 2.49% of the portfolio, ranked #9.

Mine & Arao Wealth Creation & Management first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. 604 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 45,107 shares of State Street SPDR S&P Dividend ETF worth $6.86M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 2,587 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $385K.
  • State Street SPDR S&P Dividend ETF made up 2.49% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #9 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.