MWA Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$867K Buy
5,695
+114
+2% +$17K 0.39% 59
2026
Q1
$815K Buy
5,581
+153
+3% +$22.8K 0.45% 60
2025
Q4
$755K Buy
5,428
+18
+0.3% +$2.5K 0.42% 60
2025
Q3
$758K Sell
5,410
-184
-3% -$25.7K 0.42% 63
2025
Q2
$759K Buy
5,594
+53
+1% +$7.03K 0.46% 60
2025
Q1
$752K Buy
5,541
+16
+0.3% +$2.15K 0.52% 62
2024
Q4
$730K Sell
5,525
-261
-5% -$36.4K 0.49% 61
2024
Q3
$822K Sell
5,786
-15
-0.3% -$2.03K 0.55% 58
2024
Q2
$738K Sell
5,801
-49
-0.8% -$6.31K 0.53% 61
2024
Q1
$768K Buy
5,850
+66
+1% +$8.28K 0.56% 61
2023
Q4
$723K Buy
5,784
+353
+6% +$41.4K 0.6% 57
2023
Q3
$625K Buy
+5,431
New +$663K 0.6% 58

Other funds holding SDY

MWA Asset Management's SDY Position: Q2 2026 in Review

MWA Asset Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2% in Q2 2026, buying an estimated $17K and bringing the position to 5,695 shares worth $867K. The position accounts for 0.39% of the portfolio, ranked #59.

MWA Asset Management first reported a position in SDY in Q3 2023 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • MWA Asset Management held 5,695 shares of State Street SPDR S&P Dividend ETF worth $867K as of Q2 2026.
  • MWA Asset Management bought 114 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $17K.
  • State Street SPDR S&P Dividend ETF made up 0.39% of MWA Asset Management's portfolio in Q2 2026, its #59 holding.
  • MWA Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.