New England Private Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

New England Private Wealth Advisors’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	$2.95M	Buy	18,974 +1,008	+6%	+$150K	0.29%	74
2026 Q1	$2.62M	Sell	17,966 -10	-0.1%	-$1.49K	0.3%	66
2025 Q4	$2.5M	Buy	17,976 +28	+0.2%	+$3.9K	0.31%	65
2025 Q3	$2.51M	Buy	17,948 +24	+0.1%	+$3.35K	0.33%	62
2025 Q2	$2.47M	Buy	17,924 +27	+0.2%	+$3.58K	0.36%	55
2025 Q1	$2.43M	Sell	17,897 -373	-2%	-$50.2K	0.38%	55
2024 Q4	$2.41M	Buy	18,270 +68	+0.4%	+$9.5K	0.38%	52
2024 Q3	$2.59M	Sell	18,202 -3,472	-16%	-$470K	0.42%	51
2024 Q2	$2.76M	Sell	21,674 -232	-1%	-$29.9K	0.48%	47
2024 Q1	$2.86M	Sell	21,906 -12,577	-36%	-$1.58M	0.5%	45
2023 Q4	$4.31M	Sell	34,483 -4,551	-12%	-$534K	0.8%	36
2023 Q3	$4.49M	Sell	39,034 -435	-1%	-$53.1K	0.94%	29
2023 Q2	$4.84M	Sell	39,469 -2,186	-5%	-$267K	0.98%	29
2023 Q1	$5.15M	Buy	41,655 +374	+0.9%	+$47.1K	1.05%	28
2022 Q4	$5.16M	Buy	41,281 +27,349	+196%	+$3.38M	1.09%	27
2022 Q3	$1.55M	Buy	+13,932	New	+$1.72M	0.36%	41
2018 Q4	–	Sell	-3,539	Closed	-$346K	–	159
2018 Q3	$346K	Buy	3,539 +6	+0.2%	+$582	0.09%	105
2018 Q2	$328K	Buy	3,533 +7	+0.2%	+$645	0.09%	106
2018 Q1	$321K	Buy	3,526 +7	+0.2%	+$654	0.09%	110
2017 Q4	$332K	Buy	3,519 +31	+0.9%	+$2.9K	0.09%	102
2017 Q3	$318K	Buy	3,488 +5	+0.1%	+$448	0.09%	99
2017 Q2	$310K	Sell	3,483 -41	-1%	-$3.63K	0.1%	102
2017 Q1	$310K	Buy	3,524 +6	+0.2%	+$524	0.1%	102
2016 Q4	$301K	Buy	3,518 +15	+0.4%	+$1.26K	0.1%	97
2016 Q3	$295K	Buy	3,503 +7	+0.2%	+$597	0.11%	94
2016 Q2	$294K	Buy	3,496 +6	+0.2%	+$488	0.11%	92
2016 Q1	$279K	Buy	3,490 +5	+0.1%	+$370	0.11%	92
2015 Q4	$257K	Buy	3,485 +40	+1%	+$3.05K	0.1%	96
2015 Q3	$248K	Buy	+3,445	New	+$259K	0.11%	84

Other funds holding SDY

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

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

New England Private Wealth Advisors's SDY Position: Q2 2026 in Review

New England Private Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.6% in Q2 2026, buying an estimated $150K and bringing the position to 18,974 shares worth $2.95M. The position accounts for 0.29% of the portfolio, ranked #74.

New England Private Wealth Advisors first reported a position in SDY in Q3 2015 and has held it in 29 quarters since. The position peaked at $5.16M in Q4 2022. 820 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

New England Private Wealth Advisors held 18,974 shares of State Street SPDR S&P Dividend ETF worth $2.95M as of Q2 2026.
New England Private Wealth Advisors bought 1,008 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $150K.
State Street SPDR S&P Dividend ETF made up 0.29% of New England Private Wealth Advisors's portfolio in Q2 2026, its #74 holding.
New England Private Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2015 and has held it in 29 quarters since.
New England Private Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $5.16M in Q4 2022.
820 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.