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Stanich Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stanich Group’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 		– Sell
-1,407
Closed -$205K – 55
2026
Q1 		$205K Buy
+1,407
New +$210K 0.16% 47

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Stanich Group's SDY Position: Q2 2026 in Review

Stanich Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,407 shares — an estimated $205K sold.

Stanich Group first reported a position in SDY in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 298 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Stanich Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Stanich Group sold 1,407 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $205K.
  • Stanich Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Stanich Group's State Street SPDR S&P Dividend ETF position peaked at $205K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.