Shulman DeMeo Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Shulman DeMeo Asset 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	$6.35M	Sell	41,726 -1,306	-3%	-$195K	1.19%	10
2026 Q1	$6.28M	Sell	43,032 -264	-0.6%	-$39.3K	1.33%	9
2025 Q4	$6.03M	Sell	43,296 -503	-1%	-$70K	1.37%	7
2025 Q3	$6.13M	Sell	43,799 -97	-0.2%	-$13.5K	1.41%	7
2025 Q2	$5.96M	Sell	43,896 -81	-0.2%	-$10.7K	1.48%	7
2025 Q1	$5.97M	Sell	43,977 -281	-0.6%	-$37.8K	1.68%	6
2024 Q4	$5.85M	Sell	44,258 -2,230	-5%	-$311K	1.58%	6
2024 Q3	$6.6M	Sell	46,488 -92	-0.2%	-$12.4K	1.62%	7
2024 Q2	$5.92M	Sell	46,580 -407	-0.9%	-$52.4K	1.55%	7
2024 Q1	$6.17M	Sell	46,987 -883	-2%	-$111K	1.63%	7
2023 Q4	$5.98M	Sell	47,870 -256	-0.5%	-$30.1K	1.7%	7
2023 Q3	$5.53M	Sell	48,126 -196	-0.4%	-$23.9K	1.85%	6
2023 Q2	$5.92M	Sell	48,322 -395	-0.8%	-$48.2K	1.77%	7
2023 Q1	$6.03M	Sell	48,717 -2,585	-5%	-$325K	1.89%	7
2022 Q4	$6.42M	Sell	51,302 -162	-0.3%	-$20K	2.13%	7
2022 Q3	$5.74M	Sell	51,464 -227	-0.4%	-$28K	2.04%	7
2022 Q2	$6.13M	Sell	51,691 -3,874	-7%	-$483K	2.03%	7
2022 Q1	$7.12M	Buy	55,565 +1,083	+2%	+$137K	1.97%	7
2021 Q4	$7.04M	Buy	+54,482	New	+$6.78M	1.83%	7
2021 Q3	–	Sell	-54,139	Closed	-$6.62M	–	122
2021 Q2	$6.62M	Sell	54,139 -188	-0.3%	-$23.2K	2.57%	3
2021 Q1	$6.41M	Sell	54,327 -1,464	-3%	-$164K	1.75%	9
2020 Q4	$5.91M	Sell	55,791 -1,292	-2%	-$131K	1.69%	10
2020 Q3	$5.28M	Buy	57,083 +1,155	+2%	+$109K	1.76%	11
2020 Q2	$5.1M	Buy	55,928 +460	+0.8%	+$40.4K	1.97%	9
2020 Q1	$4.43M	Sell	55,468 -1,698	-3%	-$167K	2.06%	9
2019 Q4	$6.15M	Buy	57,166 +1,263	+2%	+$133K	2.13%	7
2019 Q3	$5.74M	Buy	55,903 +2,572	+5%	+$259K	1.92%	9
2019 Q2	$5.38M	Buy	53,331 +329	+0.6%	+$32.9K	1.98%	7
2019 Q1	$5.27M	Buy	53,002 +1,347	+3%	+$129K	2.01%	7
2018 Q4	$4.62M	Buy	+51,655	New	+$4.87M	2.55%	3

Other funds holding SDY

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Shulman DeMeo Asset Management's SDY Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, selling an estimated $195K and leaving 41,726 shares worth $6.35M. The position accounts for 1.19% of the portfolio, ranked #10.

Shulman DeMeo Asset Management first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.12M in Q1 2022. 327 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Shulman DeMeo Asset Management held 41,726 shares of State Street SPDR S&P Dividend ETF worth $6.35M as of Q2 2026.
Shulman DeMeo Asset Management sold 1,306 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $195K.
State Street SPDR S&P Dividend ETF made up 1.19% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #10 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's State Street SPDR S&P Dividend ETF position peaked at $7.12M in Q1 2022.
327 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.