Retirement Planning Group (Kansas)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Retirement Planning Group (Kansas)’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	$1.03M	Sell	6,752 -461	-6%	-$68.7K	0.03%	230
2026 Q1	$1.05M	Sell	7,213 -87	-1%	-$13K	0.03%	202
2025 Q4	$1.02M	Buy	7,300 +764	+12%	+$106K	0.03%	190
2025 Q3	$915K	Buy	+6,536	New	+$912K	0.03%	194
2013 Q3	–	Sell	-3,389	Closed	-$225K	–	81
2013 Q2	$225K	Buy	+3,389	New	+$228K	0.09%	76

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

Retirement Planning Group (Kansas)'s SDY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.4% in Q2 2026, selling an estimated $68.7K and leaving 6,752 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #230.

Retirement Planning Group (Kansas) first reported a position in SDY in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2026. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Retirement Planning Group (Kansas) held 6,752 shares of State Street SPDR S&P Dividend ETF worth $1.03M as of Q2 2026.
Retirement Planning Group (Kansas) sold 461 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $68.7K.
State Street SPDR S&P Dividend ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #230 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR S&P Dividend ETF position peaked at $1.05M in Q1 2026.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.