Modern Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Modern Wealth Management's SDY Position: Q2 2026 in Review
Modern Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 7,237% in Q2 2026, buying an estimated $27.6M and bringing the position to 187,544 shares worth $28.5M. The position accounts for 0.34% of the portfolio, ranked #71.
Modern Wealth Management first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Modern Wealth Management held 187,544 shares of State Street SPDR S&P Dividend ETF worth $28.5M as of Q2 2026.
- Modern Wealth Management bought 184,988 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $27.6M.
- State Street SPDR S&P Dividend ETF made up 0.34% of Modern Wealth Management's portfolio in Q2 2026, its #71 holding.
- Modern Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.