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Private Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Private Wealth Group’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 		$5.01M Sell
32,919
-18,442
-36% -$2.75M 1.93% 12
2026
Q1 		$7.5M Buy
51,361
+1,290
+3% +$192K 3.5% 8
2025
Q4 		$6.97M Buy
50,071
+1,449
+3% +$202K 3.34% 10
2025
Q3 		$6.81M Sell
48,622
-2,952
-6% -$412K 3.39% 10
2025
Q2 		$7M Buy
51,574
+3,473
+7% +$461K 3.72% 8
2025
Q1 		$6.53M Sell
48,101
-1,354
-3% -$182K 3.84% 9
2024
Q4 		$6.53M Buy
49,455
+1,300
+3% +$182K 3.19% 10
2024
Q3 		$6.84M Sell
48,155
-1,898
-4% -$257K 3.42% 10
2024
Q2 		$6.37M Buy
50,053
+414
+0.8% +$53.3K 3.34% 10
2024
Q1 		$6.51M Sell
49,639
-5,191
-9% -$651K 3.38% 10
2023
Q4 		$6.85M Sell
54,830
-19,704
-26% -$2.31M 3.89% 9
2023
Q3 		$8.57M Buy
74,534
+64,658
+655% +$7.89M 5.62% 5
2023
Q2 		$1.21M Sell
9,876
-456
-4% -$55.7K 1.25% 23
2023
Q1 		$1.28M Sell
10,332
-86
-0.8% -$10.8K 1.76% 20
2022
Q4 		$1.3M Buy
10,418
+1,014
+11% +$125K 1.85% 19
2022
Q3 		$1.05M Buy
9,404
+1,030
+12% +$127K 1.64% 21
2022
Q2 		$994K Sell
8,374
-188
-2% -$23.4K 1.23% 22
2022
Q1 		$1.1M Buy
8,562
+559
+7% +$70.7K 0.81% 25
2021
Q4 		$1.03M Sell
8,003
-14
-0.2% -$1.74K 0.7% 24
2021
Q3 		$942K Buy
8,017
+663
+9% +$81.2K 0.62% 26
2021
Q2 		$899K Buy
7,354
+1,815
+33% +$224K 0.59% 27
2021
Q1 		$654K Buy
5,539
+3,456
+166% +$387K 0.47% 27
2020
Q4 		$221K Buy
+2,083
New +$211K 0.18% 33

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Private Wealth Group's SDY Position: Q2 2026 in Review

Private Wealth Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 36% in Q2 2026, selling an estimated $2.75M and leaving 32,919 shares worth $5.01M. The position accounts for 1.93% of the portfolio, ranked #12.

Private Wealth Group first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.57M in Q3 2023. 592 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Private Wealth Group held 32,919 shares of State Street SPDR S&P Dividend ETF worth $5.01M as of Q2 2026.
  • Private Wealth Group sold 18,442 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.75M.
  • State Street SPDR S&P Dividend ETF made up 1.93% of Private Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Private Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Private Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $8.57M in Q3 2023.
  • 592 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.