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Prospera Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prospera Financial Services’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 		$4.69M Buy
30,771
+723
+2% +$108K 0.07% 299
2026
Q1 		$4.39M Buy
30,048
+607
+2% +$90.4K 0.07% 290
2025
Q4 		$4.1M Buy
29,441
+2,327
+9% +$324K 0.07% 288
2025
Q3 		$3.8M Buy
27,114
+5,896
+28% +$822K 0.06% 313
2025
Q2 		$2.89M Sell
21,218
-3,936
-16% -$522K 0.05% 357
2025
Q1 		$3.42M Sell
25,154
-1,479
-6% -$199K 0.08% 258
2024
Q4 		$3.52M Sell
26,633
-325
-1% -$45.4K 0.08% 257
2024
Q3 		$3.84M Sell
26,958
-377
-1% -$51K 0.1% 225
2024
Q2 		$3.48M Buy
27,335
+2,310
+9% +$298K 0.1% 225
2024
Q1 		$3.29M Buy
25,025
+693
+3% +$86.9K 0.1% 230
2023
Q4 		$3.04M Buy
24,332
+234
+1% +$27.5K 0.1% 233
2023
Q3 		$2.78M Sell
24,098
-1,198
-5% -$146K 0.11% 215
2023
Q2 		$3.11M Sell
25,296
-2,839
-10% -$347K 0.12% 198
2023
Q1 		$3.49M Sell
28,135
-13,623
-33% -$1.71M 0.14% 177
2022
Q4 		$5.22M Buy
41,758
+19,682
+89% +$2.43M 0.26% 91
2022
Q3 		$2.47M Buy
22,076
+2,754
+14% +$339K 0.13% 199
2022
Q2 		$2.3M Sell
19,322
-2,019
-9% -$252K 0.12% 221
2022
Q1 		$2.74M Buy
21,341
+1,101
+5% +$139K 0.11% 220
2021
Q4 		$2.62M Buy
20,240
+99
+0.5% +$12.3K 0.11% 217
2021
Q3 		$2.37M Sell
20,141
-6,343
-24% -$777K 0.12% 207
2021
Q2 		$3.24M Buy
26,484
+3,888
+17% +$481K 0.16% 164
2021
Q1 		$2.67M Buy
22,596
+1,853
+9% +$208K 0.16% 164
2020
Q4 		$2.2M Buy
20,743
+20,614
+15,980% +$2.09M 0.15% 168
2020
Q3 		$12K Sell
129
-16,564
-99% -$1.56M ﹤0.01% 1069
2020
Q2 		$1.52M Buy
16,693
+378
+2% +$33.2K 0.13% 190
2020
Q1 		$1.3M Sell
16,315
-11,142
-41% -$1.1M 0.14% 178
2019
Q4 		$2.95M Buy
27,457
+9,239
+51% +$970K 0.23% 101
2019
Q3 		$1.87M Sell
18,218
-290
-2% -$29.2K 0.19% 108
2019
Q2 		$1.87M Buy
18,508
+1,518
+9% +$152K 0.21% 99
2019
Q1 		$1.72M Buy
16,990
+2,480
+17% +$238K 0.56% 48
2018
Q4 		$1.3M Sell
14,510
-1,269
-8% -$120K 0.26% 93
2018
Q3 		$1.46M Sell
15,779
-1,815
-10% -$176K 0.27% 84
2018
Q2 		$1.63M Buy
17,594
+3,022
+21% +$278K 0.22% 97
2018
Q1 		$1.33M Sell
14,572
-534
-4% -$49.9K 0.19% 115
2017
Q4 		$1.43M Buy
15,106
+7,050
+88% +$661K 0.22% 100
2017
Q3 		$737K Buy
8,056
+529
+7% +$47.4K 0.11% 170
2017
Q2 		$668K Sell
7,527
-5,392
-42% -$478K 0.11% 176
2017
Q1 		$1.14M Buy
12,919
+1,700
+15% +$149K 0.21% 99
2016
Q4 		$961K Sell
11,219
-1,414
-11% -$119K 0.19% 105
2016
Q3 		$1.07M Sell
12,633
-3,591
-22% -$306K 0.21% 90
2016
Q2 		$1.36M Buy
16,224
+1,530
+10% +$124K 0.28% 69
2016
Q1 		$1.17M Buy
14,694
+5,554
+61% +$411K 0.26% 72
2015
Q4 		$672K Sell
9,140
-518
-5% -$39.5K 0.15% 98
2015
Q3 		$697K Sell
9,658
-7,171
-43% -$540K 0.18% 85
2015
Q2 		$1.28M Sell
16,829
-3,464
-17% -$271K 0.31% 61
2015
Q1 		$1.59M Sell
20,293
-798
-4% -$62.6K 0.35% 47
2014
Q4 		$1.66M Buy
21,091
+14,283
+210% +$1.12M 0.41% 44
2014
Q3 		$475K Buy
6,808
+321
+5% +$24.4K 0.13% 132
2014
Q2 		$497K Buy
6,487
+1,588
+32% +$119K 0.13% 126
2014
Q1 		$360K Sell
4,899
-2,933
-37% -$211K 0.11% 137
2013
Q4 		$569K Sell
7,832
-1,925
-20% -$138K 0.19% 85
2013
Q3 		$678K Sell
9,757
-998
-9% -$68.9K 0.26% 83
2013
Q2 		$719K Buy
+10,755
New +$724K 0.33% 76

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Prospera Financial Services's SDY Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q2 2026, buying an estimated $108K and bringing the position to 30,771 shares worth $4.69M. The position accounts for 0.07% of the portfolio, ranked #299.

Prospera Financial Services first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.22M in Q4 2022. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Prospera Financial Services held 30,771 shares of State Street SPDR S&P Dividend ETF worth $4.69M as of Q2 2026.
  • Prospera Financial Services bought 723 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $108K.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #299 holding.
  • Prospera Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's State Street SPDR S&P Dividend ETF position peaked at $5.22M in Q4 2022.
  • 222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.