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

Peterson Wealth Management’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	$94.8K	Buy	623 +2	+0.3%	+$298	0.04%	61
2026 Q1	$90.6K	Buy	+621	New	+$92.5K	0.05%	60
2025 Q2	–	Sell	-60,569	Closed	-$8.22M	–	54
2025 Q1	$8.22M	Buy	60,569 +2,504	+4%	+$337K	5.53%	3
2024 Q4	$7.67M	Buy	58,065 +4,781	+9%	+$668K	4.56%	5
2024 Q3	$7.57M	Sell	53,284 -15,455	-22%	-$2.09M	4.84%	5
2024 Q2	$8.74M	Buy	68,739 +16,421	+31%	+$2.12M	5.4%	4
2024 Q1	$6.87M	Sell	52,318 -10,586	-17%	-$1.33M	4.96%	4
2023 Q4	$7.86M	Sell	62,904 -16,004	-20%	-$1.88M	7.08%	4
2023 Q3	$9.08M	Buy	78,908 +1,412	+2%	+$172K	7.47%	4
2023 Q2	$9.5M	Buy	77,496 +11,141	+17%	+$1.36M	7.52%	4
2023 Q1	$8.21M	Sell	66,355 -712	-1%	-$89.6K	7.86%	1
2022 Q4	$8.39M	Sell	67,067 -25,176	-27%	-$3.11M	8.55%	1
2022 Q3	$10.3M	Buy	92,243 +26,160	+40%	+$3.22M	9.59%	1
2022 Q2	$7.84M	Sell	66,083 -7,275	-10%	-$907K	10.14%	1
2022 Q1	$9.4M	Buy	73,358 +21,612	+42%	+$2.73M	6.3%	1
2021 Q4	$6.68M	Buy	51,746 +2,933	+6%	+$365K	4.46%	5
2021 Q3	$5.74M	Buy	48,813 +1,573	+3%	+$193K	4.45%	5
2021 Q2	$5.78M	Buy	47,240 +251	+0.5%	+$31K	4.51%	5
2021 Q1	$5.55M	Buy	46,989 +270	+0.6%	+$30.3K	4.71%	8
2020 Q4	$4.95M	Buy	46,719 +1,068	+2%	+$108K	4.02%	10
2020 Q3	$4.22M	Buy	45,651 +10,824	+31%	+$1.02M	3.74%	10
2020 Q2	$3.18M	Buy	34,827 +4,011	+13%	+$353K	3.16%	13
2020 Q1	$2.46M	Sell	30,816 -5,260	-15%	-$519K	3%	14
2019 Q4	$3.87M	Buy	+36,076	New	+$3.79M	3.52%	11

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Peterson Wealth Management's SDY Position: Q2 2026 in Review

Peterson Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.32% in Q2 2026, buying an estimated $298 and bringing the position to 623 shares worth $94.8K. The position accounts for 0.04% of the portfolio, ranked #61.

Peterson Wealth Management first reported a position in SDY in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.3M in Q3 2022. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Peterson Wealth Management held 623 shares of State Street SPDR S&P Dividend ETF worth $94.8K as of Q2 2026.
Peterson Wealth Management bought 2 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $298.
State Street SPDR S&P Dividend ETF made up 0.04% of Peterson Wealth Management's portfolio in Q2 2026, its #61 holding.
Peterson Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 24 quarters since.
Peterson Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $10.3M in Q3 2022.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.