Precedent Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Precedent Wealth Partners’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	$9.64M	Sell	63,374 -213	-0.3%	-$31.7K	1.6%	13
2026 Q1	$9.28M	Sell	63,587 -8,150	-11%	-$1.21M	1.86%	13
2025 Q4	$9.98M	Sell	71,737 -6,936	-9%	-$965K	2.09%	8
2025 Q3	$11M	Buy	78,673 +2,301	+3%	+$321K	2.43%	8
2025 Q2	$10.4M	Sell	76,372 -189	-0.2%	-$25.1K	2.54%	8
2025 Q1	$10.4M	Buy	76,561 +11,760	+18%	+$1.58M	2.88%	5
2024 Q4	$8.56M	Buy	64,801 +1,836	+3%	+$256K	2.79%	7
2024 Q3	$8.94M	Buy	62,965 +2,538	+4%	+$343K	2.95%	7
2024 Q2	$7.69M	Buy	60,427 +483	+0.8%	+$62.2K	3.09%	7
2024 Q1	$7.87M	Sell	59,944 -1,262	-2%	-$158K	3.38%	7
2023 Q4	$7.65M	Buy	+61,206	New	+$7.19M	3.89%	7

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

Precedent Wealth Partners's SDY Position: Q2 2026 in Review

Precedent Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.33% in Q2 2026, selling an estimated $31.7K and leaving 63,374 shares worth $9.64M. The position accounts for 1.6% of the portfolio, ranked #13.

Precedent Wealth Partners first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q3 2025. 325 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Precedent Wealth Partners held 63,374 shares of State Street SPDR S&P Dividend ETF worth $9.64M as of Q2 2026.
Precedent Wealth Partners sold 213 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $31.7K.
State Street SPDR S&P Dividend ETF made up 1.6% of Precedent Wealth Partners's portfolio in Q2 2026, its #13 holding.
Precedent Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $11M in Q3 2025.
325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.