Sachetta’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sachetta’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	$2.7M	Buy	17,771 +31	+0.2%	+$4.62K	1.31%	15
2026 Q1	$2.59M	Buy	17,740 +1,484	+9%	+$221K	1.4%	14
2025 Q4	$2.26M	Buy	16,256 +9	+0.1%	+$1.25K	1.24%	17
2025 Q3	$2.28M	Sell	16,247 -1,617	-9%	-$226K	0.85%	25
2025 Q2	$2.42M	Buy	17,864 +13	+0.1%	+$1.72K	0.96%	19
2025 Q1	$2.42M	Sell	17,851 -108	-0.6%	-$14.5K	0.99%	21
2024 Q4	$2.37M	Hold	17,959	–	–	0.94%	20
2024 Q3	$2.55M	Sell	17,959 -9	-0.1%	-$1.22K	1.01%	18
2024 Q2	$2.42M	Sell	17,968 -2,391	-12%	-$308K	1.05%	17
2024 Q1	$2.54M	Hold	20,359	–	–	1.21%	13
2023 Q4	$2.54M	Buy	+20,359	New	+$2.39M	1.21%	13

Other funds holding SDY

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Sachetta's SDY Position: Q2 2026 in Review

Sachetta increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.17% in Q2 2026, buying an estimated $4.62K and bringing the position to 17,771 shares worth $2.7M. The position accounts for 1.31% of the portfolio, ranked #15.

Sachetta first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sachetta held 17,771 shares of State Street SPDR S&P Dividend ETF worth $2.7M as of Q2 2026.
Sachetta bought 31 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.62K.
State Street SPDR S&P Dividend ETF made up 1.31% of Sachetta's portfolio in Q2 2026, its #15 holding.
Sachetta first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.