Resonant Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Resonant Capital Advisors’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	$402K	Hold	2,640	–	–	0.02%	348
2026 Q1	$385K	Buy	2,640 +1,050	+66%	+$156K	0.02%	323
2025 Q4	$221K	Sell	1,590 -86	-5%	-$12K	0.01%	408
2025 Q3	$235K	Sell	1,676 -35	-2%	-$4.88K	0.01%	384
2025 Q2	$232K	Hold	1,711	–	–	0.01%	381
2025 Q1	$232K	Hold	1,711	–	–	0.02%	336
2024 Q4	$226K	Buy	+1,711	New	+$239K	0.02%	325
2024 Q3	–	Sell	-1,711	Closed	-$218K	–	365
2024 Q2	$218K	Sell	1,711 -39	-2%	-$5.02K	0.02%	318
2024 Q1	$230K	Hold	1,750	–	–	0.02%	310
2023 Q4	$219K	Hold	1,750	–	–	0.02%	271
2023 Q3	$201K	Hold	1,750	–	–	0.02%	259
2023 Q2	$215K	Hold	1,750	–	–	0.02%	254
2023 Q1	$216K	Hold	1,750	–	–	0.02%	237
2022 Q4	$219K	Buy	+1,750	New	+$216K	0.03%	246
2022 Q3	–	Sell	-1,750	Closed	-$208K	–	243
2022 Q2	$208K	Hold	1,750	–	–	0.03%	225
2022 Q1	$227K	Hold	1,750	–	–	0.03%	206
2021 Q4	$226K	Hold	1,750	–	–	0.03%	194
2021 Q3	$206K	Sell	1,750 -180	-9%	-$22K	0.04%	186
2021 Q2	$236K	Hold	1,930	–	–	0.05%	163
2021 Q1	$228K	Sell	1,930 -1,155	-37%	-$129K	0.05%	165
2020 Q4	$327K	Hold	3,085	–	–	0.08%	143
2020 Q3	$285K	Sell	3,085 -85	-3%	-$8.02K	0.08%	133
2020 Q2	$289K	Sell	3,170 -315	-9%	-$27.7K	0.08%	148
2020 Q1	$278K	Hold	3,485	–	–	0.1%	160
2019 Q4	$375K	Buy	+3,485	New	+$366K	0.12%	159

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

Resonant Capital Advisors's SDY Position: Q2 2026 in Review

Resonant Capital Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,640 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #348.

Resonant Capital Advisors first reported a position in SDY in Q4 2019 and has held it in 25 quarters since. 678 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Resonant Capital Advisors held 2,640 shares of State Street SPDR S&P Dividend ETF worth $402K as of Q2 2026.
Resonant Capital Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #348 holding.
Resonant Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 25 quarters since.
678 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.