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

Spire 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	$2.13M	Sell	14,009 -29	-0.2%	-$4.32K	0.06%	267
2026 Q1	$2.05M	Sell	14,038 -54	-0.4%	-$8.05K	0.07%	254
2025 Q4	$1.96M	Sell	14,092 -487	-3%	-$67.8K	0.07%	256
2025 Q3	$2.04M	Buy	14,579 +5	+0%	+$697	0.07%	231
2025 Q2	$1.98M	Sell	14,574 -364	-2%	-$48.3K	0.07%	231
2025 Q1	$2.03M	Sell	14,938 -768	-5%	-$103K	0.06%	263
2024 Q4	$2.07M	Sell	15,706 -35	-0.2%	-$4.89K	0.06%	238
2024 Q3	$2.24M	Sell	15,741 -553	-3%	-$74.8K	0.08%	212
2024 Q2	$2.07M	Sell	16,294 -1,055	-6%	-$136K	0.07%	224
2024 Q1	$2.28M	Sell	17,349 -527	-3%	-$66.1K	0.04%	228
2023 Q4	$2.21M	Sell	17,876 -857	-5%	-$101K	0.07%	222
2023 Q3	$2.15M	Buy	18,733 +10	+0.1%	+$1.22K	0.08%	210
2023 Q2	$2.3M	Sell	18,723 -2,078	-10%	-$254K	0.08%	216
2023 Q1	$2.57M	Buy	20,801 +4,576	+28%	+$576K	0.1%	199
2022 Q4	$2.03M	Buy	16,225 +699	+5%	+$86.3K	0.11%	156
2022 Q3	$1.73M	Sell	15,526 -3,249	-17%	-$400K	0.11%	146
2022 Q2	$2.23M	Sell	18,775 -3,574	-16%	-$446K	0.09%	194
2022 Q1	$2.86M	Sell	22,349 -307	-1%	-$38.8K	0.08%	222
2021 Q4	$2.92M	Sell	22,656 -467	-2%	-$58.1K	0.06%	253
2021 Q3	$2.92M	Sell	23,123 -84	-0.4%	-$10.3K	0.08%	228
2021 Q2	$2.84M	Buy	23,207 +186	+0.8%	+$23K	0.08%	231
2021 Q1	$2.72M	Buy	+23,021	New	+$2.58M	0.07%	229

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

Spire Wealth Management's SDY Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.21% in Q2 2026, selling an estimated $4.32K and leaving 14,009 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #267.

Spire Wealth Management first reported a position in SDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.92M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Spire Wealth Management held 14,009 shares of State Street SPDR S&P Dividend ETF worth $2.13M as of Q2 2026.
Spire Wealth Management sold 29 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.32K.
State Street SPDR S&P Dividend ETF made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #267 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.92M in Q4 2021.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.