PPS&V Asset Management Consultants’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

PPS&V Asset Management Consultants’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	$1.11M	Hold	7,299	–	–	0.6%	15
2026 Q1	$1.07M	Sell	7,299 -1,274	-15%	-$190K	0.65%	15
2025 Q4	$1.19M	Hold	8,573	–	–	0.69%	16
2025 Q3	$1.2M	Hold	8,573	–	–	0.69%	15
2025 Q2	$1.16M	Hold	8,573	–	–	0.73%	14
2025 Q1	$1.16M	Hold	8,573	–	–	0.84%	13
2024 Q4	$1.13M	Buy	8,573 +295	+4%	+$41.2K	0.77%	14
2024 Q3	$1.18M	Hold	8,278	–	–	0.81%	14
2024 Q2	$1.05M	Sell	8,278 -3,893	-32%	-$501K	0.75%	15
2024 Q1	$1.6M	Buy	12,171 +19	+0.2%	+$2.38K	1.18%	12
2023 Q4	$1.52M	Sell	12,152 -213	-2%	-$25K	1.16%	13
2023 Q3	$1.42M	Buy	12,365 +97	+0.8%	+$11.8K	1.23%	13
2023 Q2	$1.5M	Buy	12,268 +27	+0.2%	+$3.3K	1.22%	12
2023 Q1	$1.51M	Buy	12,241 +24	+0.2%	+$3.02K	1.3%	12
2022 Q4	$1.53M	Buy	+12,217	New	+$1.51M	1.46%	12

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

PPS&V Asset Management Consultants's SDY Position: Q2 2026 in Review

PPS&V Asset Management Consultants held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 7,299 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #15.

PPS&V Asset Management Consultants first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2024. 378 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

PPS&V Asset Management Consultants held 7,299 shares of State Street SPDR S&P Dividend ETF worth $1.11M as of Q2 2026.
PPS&V Asset Management Consultants left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.6% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #15 holding.
PPS&V Asset Management Consultants first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
PPS&V Asset Management Consultants's State Street SPDR S&P Dividend ETF position peaked at $1.6M in Q1 2024.
378 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.