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

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

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. 1,247 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.
1,247 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.