Secure Asset Management’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
Sell
-3,132
Closed -$457K 362
2026
Q1
$457K Sell
3,132
-4
-0.1% -$596 0.07% 195
2025
Q4
$436K Buy
3,136
+3
+0.1% +$417 0.07% 209
2025
Q3
$439K Buy
3,133
+1
+0% +$139 0.07% 197
2025
Q2
$425K Buy
3,132
+1
+0% +$133 0.08% 207
2025
Q1
$425K Sell
3,131
-115
-4% -$15.5K 0.09% 192
2024
Q4
$429K Buy
3,246
+124
+4% +$17.3K 0.07% 214
2024
Q3
$443K Buy
3,122
+1
+0% +$135 0.07% 198
2024
Q2
$397K Buy
3,121
+176
+6% +$22.7K 0.08% 186
2024
Q1
$386K Buy
2,945
+1
+0% +$125 0.09% 147
2023
Q4
$368K Buy
2,944
+2
+0.1% +$235 0.1% 151
2023
Q3
$338K Buy
2,942
+285
+11% +$34.8K 0.1% 148
2023
Q2
$326K Buy
2,657
+7
+0.3% +$855 0.1% 140
2023
Q1
$328K Hold
2,650
0.11% 141
2022
Q4
$332K Hold
2,650
0.12% 139
2022
Q3
$295K Hold
2,650
0.17% 107
2022
Q2
$315K Hold
2,650
0.17% 113
2022
Q1
$339K Buy
+2,650
New +$335K 0.15% 129

Other funds holding SDY

Secure Asset Management's SDY Position: Q2 2026 in Review

Secure Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 3,132 shares — an estimated $457K sold.

Secure Asset Management first reported a position in SDY in Q1 2022 and held it in 17 quarters. The position peaked at $457K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Secure Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 3,132 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $457K.
  • Secure Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 17 quarters.
  • Secure Asset Management's State Street SPDR S&P Dividend ETF position peaked at $457K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.