Seven Springs Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Seven Springs Wealth Group’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	$1.28M	Buy	8,392 +200	+2%	+$29.8K	0.28%	34
2026 Q1	$1.2M	Hold	8,192	–	–	0.28%	32
2025 Q4	$1.14M	Hold	8,192	–	–	0.33%	33
2025 Q3	$1.15M	Hold	8,192	–	–	0.28%	34
2025 Q2	$1.11M	Hold	8,192	–	–	0.28%	35
2025 Q1	$1.11M	Hold	8,192	–	–	0.4%	31
2024 Q4	$1.08M	Hold	8,192	–	–	0.4%	32
2024 Q3	$1.16M	Hold	8,192	–	–	0.42%	29
2024 Q2	$1.04M	Hold	8,192	–	–	0.41%	31
2024 Q1	$1.08M	Hold	8,192	–	–	0.41%	29
2023 Q4	$1.02M	Hold	8,192	–	–	0.46%	27
2023 Q3	$942K	Hold	8,192	–	–	0.45%	28
2023 Q2	$1M	Hold	8,192	–	–	0.48%	26
2023 Q1	$1.01M	Hold	8,192	–	–	0.5%	25
2022 Q4	$1.02M	Hold	8,192	–	–	0.49%	26
2022 Q3	$913K	Hold	8,192	–	–	0.5%	26
2022 Q2	$972K	Hold	8,192	–	–	0.49%	24
2022 Q1	$1.05M	Hold	8,192	–	–	0.5%	25
2021 Q4	$1.06M	Hold	8,192	–	–	0.48%	24
2021 Q3	$963K	Hold	8,192	–	–	0.47%	25
2021 Q2	$1M	Hold	8,192	–	–	0.43%	26
2021 Q1	$967K	Hold	8,192	–	–	0.46%	22
2020 Q4	$868K	Hold	8,192	–	–	0.45%	23
2020 Q3	$757K	Hold	8,192	–	–	0.48%	21
2020 Q2	$747K	Hold	8,192	–	–	0.48%	20
2020 Q1	$654K	Hold	8,192	–	–	0.46%	20
2019 Q4	$881K	Buy	+8,192	New	+$860K	0.6%	17

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

Seven Springs Wealth Group's SDY Position: Q2 2026 in Review

Seven Springs Wealth Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q2 2026, buying an estimated $29.8K and bringing the position to 8,392 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #34.

Seven Springs Wealth Group first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Seven Springs Wealth Group held 8,392 shares of State Street SPDR S&P Dividend ETF worth $1.28M as of Q2 2026.
Seven Springs Wealth Group bought 200 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $29.8K.
State Street SPDR S&P Dividend ETF made up 0.28% of Seven Springs Wealth Group's portfolio in Q2 2026, its #34 holding.
Seven Springs Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.