Selective Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Selective Wealth Management’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	$522K	Sell	3,369 -36	-1%	-$5.36K	0.14%	77
2026 Q1	$503K	Sell	3,405 -145	-4%	-$21.6K	0.15%	77
2025 Q4	$521K	Sell	3,550 -98	-3%	-$13.6K	0.16%	62
2025 Q3	$511K	Sell	3,648 -18	-0.5%	-$2.51K	0.16%	61
2025 Q2	$508K	Sell	3,666 -69	-2%	-$9.15K	0.19%	58
2025 Q1	$478K	Sell	3,735 -36	-1%	-$4.84K	0.21%	57
2024 Q4	$494K	Buy	3,771 +1	+0%	+$140	0.2%	59
2024 Q3	$527K	Sell	3,770 -98	-3%	-$13.3K	0.22%	57
2024 Q2	$488K	Sell	3,868 -198	-5%	-$25.5K	0.22%	61
2024 Q1	$520K	Sell	4,066 -32	-0.8%	-$4.01K	0.23%	60
2023 Q4	$508K	Buy	4,098 +2	+0%	+$235	0.26%	46
2023 Q3	$464K	Sell	4,096 -711	-15%	-$86.8K	0.25%	45
2023 Q2	$582K	Buy	+4,807	New	+$587K	0.29%	43
2022 Q4	$669K	Buy	5,282 +2,056	+64%	+$254K	0.35%	43
2022 Q3	$360K	Buy	3,226 +659	+26%	+$81.2K	0.15%	82
2022 Q2	$305K	Buy	2,567 +855	+50%	+$107K	0.11%	107
2022 Q1	$219K	Buy	1,712 +1,412	+471%	+$178K	0.08%	123
2021 Q4	$39K	Sell	300 -500	-63%	-$62.2K	0.02%	314
2021 Q3	$94K	Buy	+800	New	+$98K	0.05%	193
2021 Q1	–	Sell	-131	Closed	-$14K	–	425
2020 Q4	$14K	Buy	+131	New	+$13.3K	0.01%	212
2019 Q4	–	Sell	-297	Closed	-$30K	–	343
2019 Q3	$30K	Buy	+297	New	+$29.9K	0.04%	98

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Selective Wealth Management's SDY Position: Q2 2026 in Review

Selective Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, selling an estimated $5.36K and leaving 3,369 shares worth $522K. The position accounts for 0.14% of the portfolio, ranked #77.

Selective Wealth Management first reported a position in SDY in Q3 2019 and has held it in 21 quarters since. The position peaked at $669K in Q4 2022. 615 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Selective Wealth Management held 3,369 shares of State Street SPDR S&P Dividend ETF worth $522K as of Q2 2026.
Selective Wealth Management sold 36 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P Dividend ETF made up 0.14% of Selective Wealth Management's portfolio in Q2 2026, its #77 holding.
Selective Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 21 quarters since.
Selective Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $669K in Q4 2022.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.