Ridgecrest Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ridgecrest Wealth Partners’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	$415K	Hold	2,724	–	–	0.2%	64
2026 Q1	$398K	Hold	2,724	–	–	0.22%	64
2025 Q4	$379K	Hold	2,724	–	–	0.21%	66
2025 Q3	$381K	Hold	2,724	–	–	0.17%	70
2025 Q2	$370K	Hold	2,724	–	–	0.2%	68
2025 Q1	$370K	Hold	2,724	–	–	0.19%	71
2024 Q4	$360K	Hold	2,724	–	–	0.2%	68
2024 Q3	$387K	Hold	2,724	–	–	0.2%	74
2024 Q2	$346K	Hold	2,724	–	–	0.21%	73
2024 Q1	$357K	Hold	2,724	–	–	0.21%	72
2023 Q4	$340K	Buy	2,724 +20	+0.7%	+$2.35K	0.22%	71
2023 Q3	$311K	Hold	2,704	–	–	0.22%	71
2023 Q2	$331K	Hold	2,704	–	–	0.22%	71
2023 Q1	$335K	Buy	2,704 +254	+10%	+$32K	0.24%	68
2022 Q4	$307K	Sell	2,450 -800	-25%	-$98.8K	0.23%	68
2022 Q3	$362K	Buy	3,250 +400	+14%	+$49.3K	0.3%	62
2022 Q2	$338K	Hold	2,850	–	–	0.25%	74
2022 Q1	$365K	Hold	2,850	–	–	0.23%	78
2021 Q4	$368K	Sell	2,850 -64	-2%	-$7.96K	0.18%	92
2021 Q3	$343K	Hold	2,914	–	–	0.19%	87
2021 Q2	$356K	Hold	2,914	–	–	0.22%	80
2021 Q1	$344K	Buy	+2,914	New	+$327K	0.33%	62

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

Ridgecrest Wealth Partners's SDY Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,724 shares worth $415K. The position accounts for 0.2% of the portfolio, ranked #64.

Ridgecrest Wealth Partners first reported a position in SDY in Q1 2021 and has held it in 22 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Ridgecrest Wealth Partners held 2,724 shares of State Street SPDR S&P Dividend ETF worth $415K as of Q2 2026.
Ridgecrest Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.2% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #64 holding.
Ridgecrest Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 22 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.