Shrier Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Shrier Wealth Management's SDY Position: Q2 2026 in Review
Shrier Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.1% in Q2 2026, buying an estimated $252K and bringing the position to 42,918 shares worth $6.53M. The position accounts for 2.2% of the portfolio, ranked #9.
Shrier Wealth Management first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Shrier Wealth Management held 42,918 shares of State Street SPDR S&P Dividend ETF worth $6.53M as of Q2 2026.
- Shrier Wealth Management bought 1,690 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $252K.
- State Street SPDR S&P Dividend ETF made up 2.2% of Shrier Wealth Management's portfolio in Q2 2026, its #9 holding.
- Shrier Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.