Salem Investment Counselors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Salem Investment Counselors’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	$414K	Hold	2,720	–	–	0.01%	319
2026 Q1	$397K	Hold	2,720	–	–	0.01%	303
2025 Q4	$379K	Buy	2,720 +50	+2%	+$6.96K	0.01%	312
2025 Q3	$374K	Sell	2,670 -110	-4%	-$15.3K	0.01%	314
2025 Q2	$377K	Sell	2,780 -29	-1%	-$3.85K	0.01%	301
2025 Q1	$381K	Buy	2,809 +29	+1%	+$3.9K	0.01%	284
2024 Q4	$367K	Hold	2,780	–	–	0.01%	292
2024 Q3	$395K	Hold	2,780	–	–	0.01%	292
2024 Q2	$354K	Hold	2,780	–	–	0.01%	292
2024 Q1	$365K	Buy	2,780 +400	+17%	+$50.2K	0.01%	294
2023 Q4	$297K	Buy	2,380 +75	+3%	+$8.8K	0.01%	308
2023 Q3	$265K	Hold	2,305	–	–	0.01%	306
2023 Q2	$283K	Hold	2,305	–	–	0.01%	293
2023 Q1	$285K	Hold	2,305	–	–	0.01%	300
2022 Q4	$288K	Hold	2,305	–	–	0.01%	294
2022 Q3	$257K	Hold	2,305	–	–	0.01%	283
2022 Q2	$274K	Hold	2,305	–	–	0.01%	294
2022 Q1	$295K	Hold	2,305	–	–	0.01%	299
2021 Q4	$298K	Hold	2,305	–	–	0.01%	326
2021 Q3	$271K	Hold	2,305	–	–	0.01%	309
2021 Q2	$282K	Hold	2,305	–	–	0.02%	294
2021 Q1	$272K	Buy	2,305 +60	+3%	+$6.73K	0.02%	258
2020 Q4	$238K	Buy	2,245 +260	+13%	+$26.3K	0.02%	266
2020 Q3	$183K	Hold	1,985	–	–	0.01%	251
2020 Q2	$181K	Hold	1,985	–	–	0.02%	252
2020 Q1	$159K	Buy	1,985 +85	+4%	+$8.38K	0.02%	244
2019 Q4	$204K	Hold	1,900	–	–	0.02%	242
2019 Q3	$195K	Hold	1,900	–	–	0.02%	241
2019 Q2	$192K	Buy	+1,900	New	+$190K	0.02%	246
2015 Q3	–	Sell	-4,300	Closed	-$328K	–	268
2015 Q2	$328K	Hold	4,300	–	–	0.04%	224
2015 Q1	$336K	Hold	4,300	–	–	0.04%	227
2014 Q4	$339K	Hold	4,300	–	–	0.04%	221
2014 Q3	$322K	Hold	4,300	–	–	0.04%	230
2014 Q2	$329K	Hold	4,300	–	–	0.04%	234
2014 Q1	$316K	Buy	+4,300	New	+$309K	0.04%	237

Other funds holding SDY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Salem Investment Counselors's SDY Position: Q2 2026 in Review

Salem Investment Counselors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,720 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #319.

Salem Investment Counselors first reported a position in SDY in Q1 2014 and has held it in 35 quarters since. 527 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Salem Investment Counselors held 2,720 shares of State Street SPDR S&P Dividend ETF worth $414K as of Q2 2026.
Salem Investment Counselors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #319 holding.
Salem Investment Counselors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 35 quarters since.
527 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.