Nadler Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nadler Financial Group’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	$313K	Sell	2,058 -235	-10%	-$35K	0.03%	112
2026 Q1	$335K	Sell	2,293 -987	-30%	-$147K	0.03%	104
2025 Q4	$456K	Sell	3,280 -52	-2%	-$7.24K	0.04%	84
2025 Q3	$467K	Sell	3,332 -102	-3%	-$14.2K	0.04%	85
2025 Q2	$466K	Sell	3,434 -244	-7%	-$32.4K	0.05%	76
2025 Q1	$499K	Buy	3,678 +58	+2%	+$7.8K	0.06%	73
2024 Q4	$478K	Buy	3,620 +3	+0.1%	+$419	0.05%	72
2024 Q3	$514K	Sell	3,617 -48	-1%	-$6.49K	0.06%	68
2024 Q2	$466K	Buy	3,665 +286	+8%	+$36.8K	0.05%	68
2024 Q1	$443K	Sell	3,379 -188	-5%	-$23.6K	0.05%	69
2023 Q4	$446K	Sell	3,567 -772	-18%	-$90.6K	0.06%	64
2023 Q3	$499K	Sell	4,339 -2,087	-32%	-$255K	0.08%	57
2023 Q2	$788K	Buy	6,426 +14	+0.2%	+$1.71K	0.12%	51
2023 Q1	$793K	Sell	6,412 -28	-0.4%	-$3.52K	0.13%	51
2022 Q4	$806K	Buy	6,440 +14	+0.2%	+$1.73K	0.14%	49
2022 Q3	$717K	Buy	6,426 +413	+7%	+$50.9K	0.14%	49
2022 Q2	$714K	Sell	6,013 -123	-2%	-$15.3K	0.13%	49
2022 Q1	$786K	Sell	6,136 -8	-0.1%	-$1.01K	0.12%	51
2021 Q4	$793K	Buy	6,144 +15	+0.2%	+$1.87K	0.12%	55
2021 Q3	$721K	Sell	6,129 -2	-0%	-$245	0.12%	59
2021 Q2	$750K	Sell	6,131 -23	-0.4%	-$2.84K	0.12%	58
2021 Q1	$726K	Buy	6,154 +13	+0.2%	+$1.46K	0.13%	56
2020 Q4	$650K	Sell	6,141 -247	-4%	-$25K	0.12%	59
2020 Q3	$590K	Buy	6,388 +339	+6%	+$32K	0.13%	55
2020 Q2	$552K	Buy	6,049 +1,519	+34%	+$134K	0.14%	52
2020 Q1	$362K	Sell	4,530 -797	-15%	-$78.6K	0.11%	56
2019 Q4	$573K	Buy	5,327 +197	+4%	+$20.7K	0.14%	49
2019 Q3	$526K	Buy	5,130 +10	+0.2%	+$1.01K	0.15%	47
2019 Q2	$517K	Hold	5,120	–	–	0.15%	51
2019 Q1	$509K	Buy	5,120 +295	+6%	+$28.4K	0.16%	51
2018 Q4	$432K	Sell	4,825 -349	-7%	-$32.9K	0.14%	52
2018 Q3	$507K	Sell	5,174 -2,043	-28%	-$198K	0.14%	51
2018 Q2	$669K	Sell	7,217 -400	-5%	-$36.8K	0.19%	45
2018 Q1	$695K	Sell	7,617 -826	-10%	-$77.2K	0.21%	39
2017 Q4	$798K	Sell	8,443 -710	-8%	-$66.5K	0.24%	39
2017 Q3	$836K	Sell	9,153 -1,650	-15%	-$148K	0.28%	34
2017 Q2	$960K	Sell	10,803 -2,280	-17%	-$202K	0.33%	33
2017 Q1	$1.15M	Sell	13,083 -1,361	-9%	-$119K	0.4%	27
2016 Q4	$1.24M	Sell	14,444 -421	-3%	-$35.4K	0.46%	24
2016 Q3	$1.25M	Sell	14,865 -133	-0.9%	-$11.3K	0.49%	21
2016 Q2	$1.26M	Sell	14,998 -698	-4%	-$56.7K	0.53%	20
2016 Q1	$1.25M	Sell	15,696 -3,109	-17%	-$230K	0.55%	19
2015 Q4	$1.38M	Sell	18,805 -1,195	-6%	-$91.1K	0.62%	19
2015 Q3	$1.44M	Sell	20,000 -1,827	-8%	-$138K	0.72%	18
2015 Q2	$1.66M	Sell	21,827 -10,753	-33%	-$843K	0.79%	17
2015 Q1	$2.55M	Buy	32,580 +2,457	+8%	+$193K	1.23%	12
2014 Q4	$2.37M	Sell	30,123 -1,360	-4%	-$106K	1.23%	12
2014 Q3	$2.36M	Buy	31,483 +4	+0%	+$304	1.41%	11
2014 Q2	$2.41M	Sell	31,479 -5,998	-16%	-$449K	1.52%	10
2014 Q1	$2.76M	Sell	37,477 -2,203	-6%	-$158K	1.84%	10
2013 Q4	$2.88M	Sell	39,680 -163	-0.4%	-$11.7K	1.87%	10
2013 Q3	$2.75M	Buy	39,843 +1,127	+3%	+$77.8K	2%	11
2013 Q2	$2.57M	Buy	+38,716	New	+$2.61M	1.81%	12

Other funds holding SDY

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Nadler Financial Group's SDY Position: Q2 2026 in Review

Nadler Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 10% in Q2 2026, selling an estimated $35K and leaving 2,058 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #112.

Nadler Financial Group first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.88M in Q4 2013. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Nadler Financial Group held 2,058 shares of State Street SPDR S&P Dividend ETF worth $313K as of Q2 2026.
Nadler Financial Group sold 235 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $35K.
State Street SPDR S&P Dividend ETF made up 0.03% of Nadler Financial Group's portfolio in Q2 2026, its #112 holding.
Nadler Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
Nadler Financial Group's State Street SPDR S&P Dividend ETF position peaked at $2.88M in Q4 2013.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.