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

Mowery & Schoenfeld 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	$15.2K	Hold	100	–	–	0.02%	210
2026 Q1	$14.6K	Hold	100	–	–	0.02%	193
2025 Q4	$13.9K	Hold	100	–	–	0.02%	216
2025 Q3	$14K	Hold	100	–	–	0.02%	195
2025 Q2	$13.6K	Hold	100	–	–	0.02%	197
2025 Q1	$13.6K	Buy	+100	New	+$13.4K	0.03%	237

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SDY Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 100 shares worth $15.2K. The position accounts for 0.02% of the portfolio, ranked #210.

Mowery & Schoenfeld Wealth Management first reported a position in SDY in Q1 2025 and has held it in 6 quarters since. 921 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 100 shares of State Street SPDR S&P Dividend ETF worth $15.2K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #210 holding.
Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 6 quarters since.
921 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.