Narus Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Narus Financial Partners’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	$335K	Hold	2,200	–	–	0.09%	139
2026 Q1	$321K	Hold	2,200	–	–	0.08%	129
2025 Q4	$306K	Hold	2,200	–	–	0.08%	135
2025 Q3	$308K	Hold	2,200	–	–	0.08%	132
2025 Q2	$299K	Hold	2,200	–	–	0.09%	115
2025 Q1	$298K	Hold	2,200	–	–	0.1%	113
2024 Q4	$291K	Hold	2,200	–	–	0.1%	118
2024 Q3	$312K	Hold	2,200	–	–	0.11%	112
2024 Q2	$280K	Hold	2,200	–	–	0.11%	114
2024 Q1	$289K	Hold	2,200	–	–	0.12%	114
2023 Q4	$275K	Hold	2,200	–	–	0.13%	108
2023 Q3	$253K	Hold	2,200	–	–	0.13%	102
2023 Q2	$270K	Hold	2,200	–	–	0.14%	97
2023 Q1	$272K	Hold	2,200	–	–	0.15%	90
2022 Q4	$275K	Hold	2,200	–	–	0.16%	90
2022 Q3	$245K	Hold	2,200	–	–	0.16%	91
2022 Q2	$261K	Hold	2,200	–	–	0.17%	84
2022 Q1	$282K	Buy	+2,200	New	+$278K	0.16%	89
2021 Q1	$260K	Buy	+2,200	New	+$247K	0.15%	82
2019 Q4	$237K	Hold	2,200	–	–	0.17%	68
2019 Q3	$226K	Hold	2,200	–	–	0.17%	66
2019 Q2	$222K	Buy	+2,200	New	+$220K	0.17%	66
2017 Q3	$201K	Buy	+2,200	New	+$197K	0.18%	78
2017 Q2	–	Sell	-2,300	Closed	-$203K	–	78
2017 Q1	$203K	Buy	+2,300	New	+$201K	0.2%	71

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

Narus Financial Partners's SDY Position: Q2 2026 in Review

Narus Financial Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,200 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #139.

Narus Financial Partners first reported a position in SDY in Q1 2017 and has held it in 24 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Narus Financial Partners held 2,200 shares of State Street SPDR S&P Dividend ETF worth $335K as of Q2 2026.
Narus Financial Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.09% of Narus Financial Partners's portfolio in Q2 2026, its #139 holding.
Narus Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 24 quarters since.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.