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

SP 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	$201K	Buy	+1,320	New	+$197K	0.02%	135

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SP Asset Management's SDY Position: Q2 2026 in Review

SP Asset Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,320 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings.

723 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SP Asset Management held 1,320 shares of State Street SPDR S&P Dividend ETF worth $201K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new SP Asset Management position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #135 holding.
723 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.