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

Sagespring 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	$4.44M	Sell	29,145 -911	-3%	-$136K	0.07%	137
2026 Q1	$4.39M	Buy	30,056 +38	+0.1%	+$5.66K	0.08%	126
2025 Q4	$4.18M	Sell	30,018 -369	-1%	-$51.3K	0.08%	125
2025 Q3	$4.26M	Sell	30,387 -434	-1%	-$60.5K	0.08%	117
2025 Q2	$4.18M	Sell	30,821 -1,826	-6%	-$242K	0.09%	112
2025 Q1	$4.43M	Sell	32,647 -6,105	-16%	-$821K	0.11%	99
2024 Q4	$5.12M	Buy	+38,752	New	+$5.41M	0.14%	75

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

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

Sagespring Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, selling an estimated $136K and leaving 29,145 shares worth $4.44M. The position accounts for 0.07% of the portfolio, ranked #137.

Sagespring Wealth Partners first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.12M in Q4 2024. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sagespring Wealth Partners held 29,145 shares of State Street SPDR S&P Dividend ETF worth $4.44M as of Q2 2026.
Sagespring Wealth Partners sold 911 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $136K.
State Street SPDR S&P Dividend ETF made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #137 holding.
Sagespring Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $5.12M in Q4 2024.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.