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

Mission 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	$7.56M	Buy	49,672 +1,850	+4%	+$276K	0.09%	132
2026 Q1	$6.98M	Sell	47,822 -1,034	-2%	-$154K	0.14%	84
2025 Q4	$6.8M	Sell	48,856 -2,623	-5%	-$365K	0.14%	85
2025 Q3	$7.21M	Sell	51,479 -5,556	-10%	-$775K	0.14%	86
2025 Q2	$7.74M	Sell	57,035 -4,627	-8%	-$614K	0.17%	77
2025 Q1	$8.37M	Sell	61,662 -1,563	-2%	-$210K	0.21%	68
2024 Q4	$8.35M	Sell	63,225 -2,287	-3%	-$319K	0.19%	67
2024 Q3	$9.31M	Sell	65,512 -544	-0.8%	-$73.6K	0.23%	60
2024 Q2	$8.4M	Sell	66,056 -1,650	-2%	-$213K	0.22%	61
2024 Q1	$8.89M	Sell	67,706 -554	-0.8%	-$69.5K	0.23%	63
2023 Q4	$8.53M	Sell	68,260 -59	-0.1%	-$6.93K	0.28%	49
2023 Q3	$7.86M	Buy	68,319 +54	+0.1%	+$6.59K	0.29%	49
2023 Q2	$8.37M	Sell	68,265 -270	-0.4%	-$33K	0.32%	45
2023 Q1	$8.48M	Buy	68,535 +61,492	+873%	+$7.74M	0.36%	42
2022 Q4	$881K	Buy	7,043 +625	+10%	+$77.2K	0.04%	227
2022 Q3	$716K	Hold	6,418	–	–	0.04%	241
2022 Q2	$762K	Sell	6,418 -35	-0.5%	-$4.36K	0.04%	236
2022 Q1	$827K	Hold	6,453	–	–	0.04%	229
2021 Q4	$833K	Sell	6,453 -325	-5%	-$40.4K	0.04%	217
2021 Q3	$797K	Buy	6,778 +557	+9%	+$68.2K	0.04%	210
2021 Q2	$761K	Buy	6,221 +1,033	+20%	+$128K	0.04%	209
2021 Q1	$612K	Sell	5,188 -15	-0.3%	-$1.68K	0.04%	227
2020 Q4	$551K	Sell	5,203 -648	-11%	-$65.6K	0.03%	217
2020 Q3	$541K	Buy	5,851 +773	+15%	+$72.9K	0.04%	191
2020 Q2	$463K	Sell	5,078 -94	-2%	-$8.26K	0.04%	194
2020 Q1	$413K	Buy	5,172 +55	+1%	+$5.42K	0.05%	175
2019 Q4	$550K	Buy	5,117 +879	+21%	+$92.3K	0.05%	172
2019 Q3	$435K	Sell	4,238 -56	-1%	-$5.65K	0.05%	185
2019 Q2	$433K	Buy	4,294 +552	+15%	+$55.2K	0.05%	186
2019 Q1	$372K	Hold	3,742	–	–	0.04%	202
2018 Q4	$335K	Hold	3,742	–	–	0.04%	188
2018 Q3	$366K	Hold	3,742	–	–	0.05%	185
2018 Q2	$347K	Hold	3,742	–	–	0.05%	176
2018 Q1	$341K	Hold	3,742	–	–	0.06%	152
2017 Q4	$354K	Hold	3,742	–	–	0.06%	134
2017 Q3	$342K	Hold	3,742	–	–	0.06%	129
2017 Q2	$333K	Sell	3,742 -1,034	-22%	-$91.6K	0.06%	123
2017 Q1	$421K	Sell	4,776 -66	-1%	-$5.77K	0.08%	108
2016 Q4	$414K	Hold	4,842	–	–	0.08%	105
2016 Q3	$408K	Hold	4,842	–	–	0.1%	99
2016 Q2	$406K	Hold	4,842	–	–	0.11%	93
2016 Q1	$387K	Hold	4,842	–	–	0.1%	96
2015 Q4	$356K	Hold	4,842	–	–	0.1%	91
2015 Q3	$349K	Hold	4,842	–	–	0.11%	87
2015 Q2	$379K	Buy	+4,842	New	+$379K	0.13%	82

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

Mission Wealth Management's SDY Position: Q2 2026 in Review

Mission Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q2 2026, buying an estimated $276K and bringing the position to 49,672 shares worth $7.56M. The position accounts for 0.09% of the portfolio, ranked #132.

Mission Wealth Management first reported a position in SDY in Q2 2015 and has held it in 45 quarters since. The position peaked at $9.31M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Mission Wealth Management held 49,672 shares of State Street SPDR S&P Dividend ETF worth $7.56M as of Q2 2026.
Mission Wealth Management bought 1,850 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $276K.
State Street SPDR S&P Dividend ETF made up 0.09% of Mission Wealth Management's portfolio in Q2 2026, its #132 holding.
Mission Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and has held it in 45 quarters since.
Mission Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $9.31M in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.