N.E.W. Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

N.E.W. Advisory Services’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	$923K	Sell	6,064 -181	-3%	-$27K	0.06%	109
2026 Q1	$911K	Buy	6,245 +304	+5%	+$45.3K	0.07%	101
2025 Q4	$827K	Buy	5,941 +35	+0.6%	+$4.87K	0.06%	108
2025 Q3	$827K	Sell	5,906 -95	-2%	-$13.3K	0.07%	88
2025 Q2	$815K	Sell	6,001 -4,363	-42%	-$579K	0.08%	85
2025 Q1	$1.41M	Buy	10,364 +3,448	+50%	+$464K	0.11%	73
2024 Q4	$914K	Buy	6,916 +76	+1%	+$10.6K	0.09%	82
2024 Q3	$971K	Sell	6,840 -104	-1%	-$14.1K	0.1%	75
2024 Q2	$883K	Buy	6,944 +125	+2%	+$16.1K	0.1%	77
2024 Q1	$895K	Sell	6,819 -38	-0.6%	-$4.77K	0.1%	76
2023 Q4	$857K	Sell	6,857 -10	-0.1%	-$1.17K	0.1%	75
2023 Q3	$790K	Sell	6,867 -58	-0.8%	-$7.08K	0.11%	75
2023 Q2	$849K	Sell	6,925 -568	-8%	-$69.4K	0.12%	63
2023 Q1	$927K	Sell	7,493 -25	-0.3%	-$3.15K	0.13%	58
2022 Q4	$940K	Sell	7,518 -227	-3%	-$28K	0.15%	59
2022 Q3	$864K	Sell	7,745 -283	-4%	-$34.9K	0.16%	56
2022 Q2	$953K	Sell	8,028 -4,074	-34%	-$508K	0.17%	56
2022 Q1	$1.43M	Buy	12,102 +3,638	+43%	+$460K	0.27%	42
2021 Q4	$1.09M	Sell	8,464 -26	-0.3%	-$3.24K	0.17%	55
2021 Q3	$998K	Sell	8,490 -804	-9%	-$98.5K	0.16%	58
2021 Q2	$1.14M	Sell	9,294 -2,808	-23%	-$347K	0.19%	52
2021 Q1	$1.44M	Sell	12,102 -4,524	-27%	-$507K	0.27%	43
2020 Q4	$1.76M	Sell	16,626 -3,942	-19%	-$399K	0.37%	39
2020 Q3	$1.9M	Sell	20,568 -3,169	-13%	-$299K	0.54%	32
2020 Q2	$2.17M	Buy	+23,737	New	+$2.09M	0.67%	28
2019 Q4	$3.45M	Buy	+32,051	New	+$3.36M	1.12%	21

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

N.E.W. Advisory Services's SDY Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q2 2026, selling an estimated $27K and leaving 6,064 shares worth $923K. The position accounts for 0.06% of the portfolio, ranked #109.

N.E.W. Advisory Services first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.45M in Q4 2019. 950 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

N.E.W. Advisory Services held 6,064 shares of State Street SPDR S&P Dividend ETF worth $923K as of Q2 2026.
N.E.W. Advisory Services sold 181 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $27K.
State Street SPDR S&P Dividend ETF made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #109 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $3.45M in Q4 2019.
950 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.