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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$270K Buy
1,773
+17
+1% +$2.53K 0.03% 371
2026
Q1
$256K Sell
1,756
-13
-0.7% -$1.94K 0.03% 366
2025
Q4
$246K Sell
1,769
-27
-2% -$3.76K 0.03% 359
2025
Q3
$251K Buy
1,796
+4
+0.2% +$558 0.03% 357
2025
Q2
$243K Buy
1,792
+2
+0.1% +$265 0.03% 349
2025
Q1
$243K Sell
1,790
-727
-29% -$97.8K 0.04% 340
2024
Q4
$332K Buy
2,517
+1,097
+77% +$153K 0.05% 286
2024
Q3
$202K Sell
1,420
-1,776
-56% -$240K 0.03% 357
2024
Q2
$406K Buy
3,196
+228
+8% +$29.4K 0.07% 254
2024
Q1
$389K Buy
2,968
+135
+5% +$16.9K 0.07% 238
2023
Q4
$354K Buy
+2,833
New +$333K 0.08% 230

Other funds holding SDY

Premier Path Wealth Partners's SDY Position: Q2 2026 in Review

Premier Path Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.97% in Q2 2026, buying an estimated $2.53K and bringing the position to 1,773 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #371.

Premier Path Wealth Partners first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $406K in Q2 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Premier Path Wealth Partners held 1,773 shares of State Street SPDR S&P Dividend ETF worth $270K as of Q2 2026.
  • Premier Path Wealth Partners bought 17 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.53K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • Premier Path 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.
  • Premier Path Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $406K in Q2 2024.
  • 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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