RWA Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.18M | Sell |
7,761
-14
| -0.2% | -$2.09K | 0.01% | 324 |
|
|
2026
Q1 | $1.13M | Sell |
7,775
-13
| -0.2% | -$1.94K | 0.01% | 328 |
|
|
2025
Q4 | $1.08M | Buy |
7,788
+48
| +0.6% | +$6.68K | 0.01% | 341 |
|
|
2025
Q3 | $1.08M | Buy |
7,740
+96
| +1% | +$13.4K | 0.01% | 338 |
|
|
2025
Q2 | $1.04M | Sell |
7,644
-250
| -3% | -$33.2K | 0.01% | 325 |
|
|
2025
Q1 | $1.07M | Hold |
7,894
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $1.04M | Hold |
7,894
| – | – | 0.01% | 318 |
|
|
2024
Q3 | $1.12M | Buy |
7,894
+25
| +0.3% | +$3.38K | 0.01% | 312 |
|
|
2024
Q2 | $1M | Sell |
7,869
-64
| -0.8% | -$8.24K | 0.01% | 301 |
|
|
2024
Q1 | $1.04M | Sell |
7,933
-43
| -0.5% | -$5.39K | 0.01% | 298 |
|
|
2023
Q4 | $997K | Buy |
7,976
+4,941
| +163% | +$580K | 0.01% | 290 |
|
|
2023
Q3 | $349K | Buy |
3,035
+121
| +4% | +$14.8K | 0.01% | 305 |
|
|
2023
Q2 | $357K | Buy |
2,914
+650
| +29% | +$79.4K | 0.01% | 260 |
|
|
2023
Q1 | $280K | Hold |
2,264
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $292K | Sell |
2,264
-158
| -7% | -$19.5K | 0.01% | 220 |
|
|
2022
Q3 | $270K | Hold |
2,422
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $287K | Hold |
2,422
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $310K | Hold |
2,422
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $313K | Hold |
2,422
| – | – | 0.02% | 208 |
|
|
2021
Q3 | $285K | Hold |
2,422
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $296K | Hold |
2,422
| – | – | 0.02% | 207 |
|
|
2021
Q1 | $286K | Buy |
2,422
+439
| +22% | +$49.2K | 0.02% | 202 |
|
|
2020
Q4 | $210K | Buy |
+1,983
| New | +$201K | 0.02% | 226 |
|
|
2020
Q1 | – | Sell |
-9,801
| Closed | -$1.05M | – | 238 |
|
|
2019
Q4 | $1.05M | Sell |
9,801
-174
| -2% | -$18.3K | 0.1% | 117 |
|
|
2019
Q3 | $1.02M | Sell |
9,975
-113
| -1% | -$11.4K | 0.11% | 122 |
|
|
2019
Q2 | $1.02M | Sell |
10,088
-259
| -3% | -$25.9K | 0.11% | 120 |
|
|
2019
Q1 | $1.03M | Buy |
10,347
+158
| +2% | +$15.2K | 0.12% | 115 |
|
|
2018
Q4 | $912K | Sell |
10,189
-102
| -1% | -$9.62K | 0.12% | 113 |
|
|
2018
Q3 | $1.01M | Hold |
10,291
| – | – | 0.11% | 113 |
|
|
2018
Q2 | $954K | Buy |
10,291
+505
| +5% | +$46.5K | 0.11% | 125 |
|
|
2018
Q1 | $892K | Buy |
9,786
+4
| +0% | +$374 | 0.11% | 116 |
|
|
2017
Q4 | $924K | Buy |
9,782
+20
| +0.2% | +$1.87K | 0.1% | 122 |
|
|
2017
Q3 | $892K | Sell |
9,762
-108
| -1% | -$9.68K | 0.1% | 119 |
|
|
2017
Q2 | $877K | Buy |
9,870
+3
| +0% | +$266 | 0.11% | 104 |
|
|
2017
Q1 | $870K | Buy |
+9,867
| New | +$862K | 0.11% | 104 |
|
Other funds holding SDY
JIC
RWA Wealth Partners's SDY Position: Q2 2026 in Review
RWA Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.18% in Q2 2026, selling an estimated $2.09K and leaving 7,761 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #324.
RWA Wealth Partners first reported a position in SDY in Q1 2017 and has held it in 35 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- RWA Wealth Partners held 7,761 shares of State Street SPDR S&P Dividend ETF worth $1.18M as of Q2 2026.
- RWA Wealth Partners sold 14 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.09K.
- State Street SPDR S&P Dividend ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #324 holding.
- RWA Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 35 quarters since.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.