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

Smith Salley 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	$261K	Hold	1,717	–	–	0.01%	247
2026 Q1	$251K	Hold	1,717	–	–	0.01%	240
2025 Q4	$239K	Hold	1,717	–	–	0.01%	246
2025 Q3	$240K	Hold	1,717	–	–	0.01%	243
2025 Q2	$233K	Hold	1,717	–	–	0.01%	240
2025 Q1	$233K	Sell	1,717 -91	-5%	-$12.2K	0.02%	225
2024 Q4	$239K	Hold	1,808	–	–	0.02%	222
2024 Q3	$257K	Buy	+1,808	New	+$245K	0.02%	218
2016 Q4	–	Sell	-2,627	Closed	-$222K	–	160
2016 Q3	$222K	Hold	2,627	–	–	0.05%	144
2016 Q2	$220K	Sell	2,627 -150	-5%	-$12.2K	0.05%	148
2016 Q1	$222K	Sell	2,777 -350	-11%	-$25.9K	0.06%	143
2015 Q4	$230K	Hold	3,127	–	–	0.06%	141
2015 Q3	$226K	Sell	3,127 -150	-5%	-$11.3K	0.06%	142
2015 Q2	$250K	Hold	3,277	–	–	0.06%	139
2015 Q1	$256K	Buy	+3,277	New	+$257K	0.07%	144
2014 Q3	–	Sell	-2,907	Closed	-$223K	–	187
2014 Q2	$223K	Buy	+2,907	New	+$218K	0.06%	171

Other funds holding SDY

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

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Smith Salley Wealth Management's SDY Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,717 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #247.

Smith Salley Wealth Management first reported a position in SDY in Q2 2014 and has held it in 16 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Smith Salley Wealth Management held 1,717 shares of State Street SPDR S&P Dividend ETF worth $261K as of Q2 2026.
Smith Salley Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #247 holding.
Smith Salley Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and has held it in 16 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.