RWB
SDY icon

RMR Wealth Builders’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

RMR Wealth Builders’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 		$1.05M Buy
6,871
+44
+0.6% +$6.55K 0.06% 125
2026
Q1 		$996K Buy
6,827
+18
+0.3% +$2.68K 0.08% 118
2025
Q4 		$947K Hold
6,809
– – 0.08% 124
2025
Q3 		$954K Buy
6,809
+42
+0.6% +$5.86K 0.08% 113
2025
Q2 		$918K Buy
6,767
+47
+0.7% +$6.23K 0.08% 118
2025
Q1 		$912K Sell
6,720
-142
-2% -$19.1K 0.1% 110
2024
Q4 		$907K Buy
6,862
+4,243
+162% +$593K 0.09% 114
2024
Q3 		$372K Buy
+2,619
New +$354K 0.04% 188
2023
Q3 		– Sell
-1,859
Closed -$228K – 233
2023
Q2 		$228K Sell
1,859
-67
-3% -$8.18K 0.04% 190
2023
Q1 		$238K Sell
1,926
-331
-15% -$41.6K 0.05% 184
2022
Q4 		$282K Buy
2,257
+8
+0.4% +$988 0.06% 147
2022
Q3 		$251K Buy
2,249
+11
+0.5% +$1.35K 0.06% 158
2022
Q2 		$266K Sell
2,238
-88
-4% -$11K 0.07% 153
2022
Q1 		$298K Buy
+2,326
New +$294K 0.06% 158
2021
Q2 		– Sell
-1,508
Closed -$178K – 604
2021
Q1 		$178K Buy
1,508
+1,158
+331% +$130K 0.05% 201
2020
Q4 		$37K Sell
350
-8,133
-96% -$823K 0.02% 286
2020
Q3 		$784K Buy
+8,483
New +$800K 0.2% 80

Other funds holding SDY

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
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

RMR Wealth Builders's SDY Position: Q2 2026 in Review

RMR Wealth Builders increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.64% in Q2 2026, buying an estimated $6.55K and bringing the position to 6,871 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #125.

RMR Wealth Builders first reported a position in SDY in Q3 2020 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • RMR Wealth Builders held 6,871 shares of State Street SPDR S&P Dividend ETF worth $1.05M as of Q2 2026.
  • RMR Wealth Builders bought 44 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $6.55K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of RMR Wealth Builders's portfolio in Q2 2026, its #125 holding.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 17 quarters since.
  • 455 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.