NWF Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28M Buy
183,880
+5,851
+3% +$872K 2.63% 7
2026
Q1
$26M Sell
178,029
-4,401
-2% -$656K 2.93% 5
2025
Q4
$25.4M Sell
182,430
-3,687
-2% -$513K 2.81% 6
2025
Q3
$26.1M Buy
186,117
+3,800
+2% +$530K 2.86% 5
2025
Q2
$24.7M Buy
182,317
+278
+0.2% +$36.9K 2.95% 5
2025
Q1
$24.7M Sell
182,039
-5,433
-3% -$731K 3.47% 5
2024
Q4
$24.8M Buy
187,472
+2,785
+2% +$389K 3.63% 5
2024
Q3
$26.2M Buy
184,687
+3,817
+2% +$516K 3.81% 5
2024
Q2
$23M Buy
180,870
+1,239
+0.7% +$160K 3.66% 5
2024
Q1
$23.6M Buy
179,631
+2,579
+1% +$324K 3.94% 4
2023
Q4
$22.1M Buy
177,052
+1,181
+0.7% +$139K 4.4% 5
2023
Q3
$20.2M Buy
175,871
+1,553
+0.9% +$190K 4.76% 4
2023
Q2
$21.4M Hold
174,318
4.95% 4
2023
Q1
$21.4M Buy
+174,318
New +$21.9M 4.96% 4

Other funds holding SDY

NWF Advisory Services's SDY Position: Q2 2026 in Review

NWF Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.3% in Q2 2026, buying an estimated $872K and bringing the position to 183,880 shares worth $28M. The position accounts for 2.63% of the portfolio, ranked #7.

NWF Advisory Services first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. 1,243 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • NWF Advisory Services held 183,880 shares of State Street SPDR S&P Dividend ETF worth $28M as of Q2 2026.
  • NWF Advisory Services bought 5,851 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $872K.
  • State Street SPDR S&P Dividend ETF made up 2.63% of NWF Advisory Services's portfolio in Q2 2026, its #7 holding.
  • NWF Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,243 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.