Prudent Man Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prudent Man Investment 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	$8.77K	Hold	63	–	–	﹤0.01%	103
2026 Q1	$8.77K	Hold	63	–	–	﹤0.01%	104
2025 Q4	$8.77K	Hold	63	–	–	﹤0.01%	104
2025 Q3	$8.32K	Hold	63	–	–	﹤0.01%	95
2025 Q2	$8.32K	Hold	63	–	–	﹤0.01%	95
2025 Q1	$8.32K	Hold	63	–	–	﹤0.01%	95
2024 Q4	$8.32K	Buy	+63	New	+$8.8K	﹤0.01%	95

Other funds holding SDY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prudent Man Investment Management's SDY Position: Q2 2026 in Review

Prudent Man Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 63 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Prudent Man Investment Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 683 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Prudent Man Investment Management held 63 shares of State Street SPDR S&P Dividend ETF worth $8.77K as of Q2 2026.
Prudent Man Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #103 holding.
Prudent Man Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
683 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.