PL
SDY icon

Plancorp LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Plancorp LLC’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 		$323K Buy
2,088
+113
+6% +$16.8K 0.01% 316
2026
Q1 		$291K Buy
1,975
+12
+0.6% +$1.79K 0.01% 295
2025
Q4 		$273K Buy
1,963
+14
+0.7% +$1.95K 0.01% 301
2025
Q3 		$273K Buy
1,949
+12
+0.6% +$1.67K 0.01% 311
2025
Q2 		$263K Buy
1,937
+14
+0.7% +$1.86K 0.01% 315
2025
Q1 		$261K Buy
1,923
+11
+0.6% +$1.48K 0.01% 303
2024
Q4 		$253K Buy
1,912
+15
+0.8% +$2.1K 0.01% 273
2024
Q3 		$269K Buy
1,897
+10
+0.5% +$1.35K 0.01% 265
2024
Q2 		$240K Buy
1,887
+13
+0.7% +$1.68K 0.01% 265
2024
Q1 		$246K Sell
1,874
-118
-6% -$14.8K 0.01% 262
2023
Q4 		$249K Buy
1,992
+143
+8% +$16.8K 0.01% 243
2023
Q3 		$213K Buy
1,849
+12
+0.7% +$1.47K 0.01% 243
2023
Q2 		$225K Buy
1,837
+12
+0.7% +$1.47K 0.01% 226
2023
Q1 		$226K Buy
1,825
+11
+0.6% +$1.38K 0.01% 232
2022
Q4 		$227K Buy
1,814
+13
+0.7% +$1.61K 0.01% 221
2022
Q3 		$201K Sell
1,801
-288
-14% -$35.5K 0.01% 219
2022
Q2 		$248K Buy
2,089
+11
+0.5% +$1.37K 0.02% 205
2022
Q1 		$266K Buy
2,078
+11
+0.5% +$1.39K 0.02% 212
2021
Q4 		$267K Sell
2,067
-53
-3% -$6.6K 0.02% 209
2021
Q3 		$249K Sell
2,120
-152
-7% -$18.6K 0.02% 208
2021
Q2 		$278K Sell
2,272
-89
-4% -$11K 0.02% 185
2021
Q1 		$279K Buy
2,361
+12
+0.5% +$1.34K 0.06% 169
2020
Q4 		$249K Buy
2,349
+61
+3% +$6.17K 0.06% 177
2020
Q3 		$211K Buy
2,288
+13
+0.6% +$1.23K 0.06% 173
2020
Q2 		$208K Buy
+2,275
New +$200K 0.06% 166
2020
Q1 		– Sell
-2,262
Closed -$243K – 190
2019
Q4 		$243K Buy
2,262
+298
+15% +$31.3K 0.07% 173
2019
Q3 		$201K Buy
+1,964
New +$198K 0.08% 166

Other funds holding SDY

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Plancorp LLC's SDY Position: Q2 2026 in Review

Plancorp LLC increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,088 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #316.

Plancorp LLC first reported a position in SDY in Q3 2019 and has held it in 27 quarters since. 378 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Plancorp LLC held 2,088 shares of State Street SPDR S&P Dividend ETF worth $323K as of Q2 2026.
  • Plancorp LLC bought 113 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $16.8K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #316 holding.
  • Plancorp LLC first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 27 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.