Pension & Wealth Management Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pension & Wealth Management 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	$751K	Hold	4,932	–	–	0.2%	76
2026 Q1	$720K	Sell	4,932 -260	-5%	-$38.7K	0.21%	75
2025 Q4	$723K	Sell	5,192 -810	-13%	-$113K	0.21%	73
2025 Q3	$841K	Hold	6,002	–	–	0.27%	59
2025 Q2	$815K	Hold	6,002	–	–	0.27%	57
2025 Q1	$814K	Buy	6,002 +2,660	+80%	+$358K	0.3%	55
2024 Q4	$441K	Buy	+3,342	New	+$467K	0.18%	86

Other funds holding SDY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's SDY Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 4,932 shares worth $751K. The position accounts for 0.2% of the portfolio, ranked #76.

Pension & Wealth Management Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $841K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Pension & Wealth Management Advisors held 4,932 shares of State Street SPDR S&P Dividend ETF worth $751K as of Q2 2026.
Pension & Wealth Management Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.2% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #76 holding.
Pension & Wealth Management Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's State Street SPDR S&P Dividend ETF position peaked at $841K in Q3 2025.
1,199 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.