Provident Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Provident Wealth Management’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	$411K	Buy	2,699 +10	+0.4%	+$1.49K	0.11%	57
2026 Q1	$392K	Buy	2,689 +11	+0.4%	+$1.64K	0.12%	49
2025 Q4	$373K	Buy	2,678 +12	+0.5%	+$1.67K	0.11%	52
2025 Q3	$373K	Buy	2,666 +10	+0.4%	+$1.4K	0.11%	53
2025 Q2	$361K	Buy	2,656 +11	+0.4%	+$1.46K	0.12%	53
2025 Q1	$359K	Buy	2,645 +10	+0.4%	+$1.34K	0.12%	51
2024 Q4	$348K	Buy	2,635 +12	+0.5%	+$1.68K	0.12%	57
2024 Q3	$373K	Buy	2,623 +9	+0.3%	+$1.22K	0.13%	57
2024 Q2	$332K	Buy	2,614 +11	+0.4%	+$1.42K	0.12%	56
2024 Q1	$342K	Buy	2,603 +9	+0.3%	+$1.13K	0.13%	51
2023 Q4	$324K	Buy	2,594 +12	+0.5%	+$1.41K	0.14%	48
2023 Q3	$297K	Buy	2,582 +11	+0.4%	+$1.34K	0.14%	47
2023 Q2	$315K	Buy	2,571 +10	+0.4%	+$1.22K	0.16%	46
2023 Q1	$317K	Buy	2,561 +9	+0.4%	+$1.13K	0.16%	46
2022 Q4	$319K	Buy	2,552 +11	+0.4%	+$1.36K	0.19%	44
2022 Q3	$283K	Buy	2,541 +10	+0.4%	+$1.23K	0.17%	46
2022 Q2	$300K	Buy	2,531 +1,187	+88%	+$148K	0.19%	44
2022 Q1	$172K	Buy	1,344 +332	+33%	+$42K	0.1%	65
2021 Q4	$131K	Hold	1,012	–	–	0.09%	64
2021 Q3	$119K	Hold	1,012	–	–	0.09%	59
2021 Q2	$124K	Sell	1,012 -204	-17%	-$25.2K	0.1%	59
2021 Q1	$144K	Sell	1,216 -798	-40%	-$89.5K	0.16%	48
2020 Q4	$213K	Buy	2,014 +60	+3%	+$6.07K	0.25%	43
2020 Q3	$181K	Buy	1,954 +1,039	+114%	+$98K	0.21%	48
2020 Q2	$83K	Buy	+915	New	+$80.4K	0.09%	45

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Provident Wealth Management's SDY Position: Q2 2026 in Review

Provident Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.37% in Q2 2026, buying an estimated $1.49K and bringing the position to 2,699 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #57.

Provident Wealth Management first reported a position in SDY in Q2 2020 and has held it in 25 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Provident Wealth Management held 2,699 shares of State Street SPDR S&P Dividend ETF worth $411K as of Q2 2026.
Provident Wealth Management bought 10 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.49K.
State Street SPDR S&P Dividend ETF made up 0.11% of Provident Wealth Management's portfolio in Q2 2026, its #57 holding.
Provident Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 25 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.