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Sax Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sax Wealth Advisors’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 		$293K Sell
2,006
-28
-1% -$4.17K 0.01% 449
2026
Q1 		$283K Hold
2,034
– – 0.01% 405
2025
Q4 		$283K Buy
2,034
+578
+40% +$80.4K 0.01% 412
2025
Q3 		$204K Buy
+1,456
New +$203K 0.01% 424

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CI
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

Sax Wealth Advisors's SDY Position: Q2 2026 in Review

Sax Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q2 2026, selling an estimated $4.17K and leaving 2,006 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #449.

Sax Wealth Advisors first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Sax Wealth Advisors held 2,006 shares of State Street SPDR S&P Dividend ETF worth $293K as of Q2 2026.
  • Sax Wealth Advisors sold 28 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.17K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #449 holding.
  • Sax Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.