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

Nations 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 		$944K Buy
6,206
+3
+0% +$447 0.05% 392
2026
Q1 		$905K Buy
6,203
+29
+0.5% +$4.32K 0.05% 393
2025
Q4 		$859K Buy
6,174
+3,466
+128% +$482K 0.05% 389
2025
Q3 		$379K Sell
2,708
-32
-1% -$4.46K 0.02% 540
2025
Q2 		$372K Buy
2,740
+3
+0.1% +$398 0.03% 511
2025
Q1 		$371K Buy
2,737
+392
+17% +$52.7K 0.03% 492
2024
Q4 		$310K Buy
2,345
+168
+8% +$23.5K 0.02% 545
2024
Q3 		$309K Sell
2,177
-356
-14% -$48.1K 0.02% 559
2024
Q2 		$322K Buy
2,533
+142
+6% +$18.3K 0.03% 513
2024
Q1 		$314K Buy
2,391
+2
+0.1% +$251 0.03% 520
2023
Q4 		$299K Buy
2,389
+412
+21% +$48.4K 0.03% 515
2023
Q3 		$227K Buy
1,977
+85
+4% +$10.4K 0.02% 553
2023
Q2 		$232K Buy
1,892
+205
+12% +$25K 0.02% 562
2023
Q1 		$209K Buy
+1,687
New +$212K 0.02% 569

Other funds holding SDY

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
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

Nations Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.05% in Q2 2026, buying an estimated $447 and bringing the position to 6,206 shares worth $944K. The position accounts for 0.05% of the portfolio, ranked #392.

Nations Financial Group first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Nations Financial Group held 6,206 shares of State Street SPDR S&P Dividend ETF worth $944K as of Q2 2026.
  • Nations Financial Group bought 3 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $447.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #392 holding.
  • Nations Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • 436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.