Roger Wittlin Investment Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Roger Wittlin Investment Advisory’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	$1.13M	Sell	7,403 -220	-3%	-$32.8K	0.89%	18
2026 Q1	$1.11M	Sell	7,623 -2,515	-25%	-$375K	0.91%	18
2025 Q4	$1.41M	Sell	10,138 -2,640	-21%	-$367K	0.99%	17
2025 Q3	$1.79M	Sell	12,778 -677	-5%	-$94.4K	0.99%	19
2025 Q2	$1.83M	Sell	13,455 -15	-0.1%	-$1.99K	1.02%	18
2025 Q1	$1.83M	Buy	13,470 +15	+0.1%	+$2.02K	1.07%	18
2024 Q4	$1.78M	Buy	13,455 +355	+3%	+$49.6K	1%	18
2024 Q3	$1.86M	Buy	13,100 +73	+0.6%	+$9.87K	1.07%	17
2024 Q2	$1.66M	Buy	13,027 +87	+0.7%	+$11.2K	1.06%	19
2024 Q1	$1.7M	Sell	12,940 -8,464	-40%	-$1.06M	1.19%	21
2023 Q4	$2.68M	Sell	21,404 -275	-1%	-$32.3K	1.98%	16
2023 Q3	$2.49M	Buy	21,679 +142	+0.7%	+$17.3K	2.12%	15
2023 Q2	$2.64M	Sell	21,537 -42,856	-67%	-$5.23M	2.14%	15
2023 Q1	$7.97M	Buy	64,393 +662	+1%	+$83.3K	7.12%	2
2022 Q4	$7.97M	Buy	63,731 +56,157	+741%	+$6.94M	7.96%	2
2022 Q3	$844K	Sell	7,574 -50,113	-87%	-$6.17M	22.94%	1
2022 Q2	$6.85M	Buy	+57,687	New	+$7.19M	6.75%	5

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Roger Wittlin Investment Advisory's SDY Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q2 2026, selling an estimated $32.8K and leaving 7,403 shares worth $1.13M. The position accounts for 0.89% of the portfolio, ranked #18.

Roger Wittlin Investment Advisory first reported a position in SDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.97M in Q4 2022. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Roger Wittlin Investment Advisory held 7,403 shares of State Street SPDR S&P Dividend ETF worth $1.13M as of Q2 2026.
Roger Wittlin Investment Advisory sold 220 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $32.8K.
State Street SPDR S&P Dividend ETF made up 0.89% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #18 holding.
Roger Wittlin Investment Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 17 quarters since.
Roger Wittlin Investment Advisory's State Street SPDR S&P Dividend ETF position peaked at $7.97M in Q4 2022.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.