Sterling Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sterling Financial Planning’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	+1,323	New	+$197K	0.05%	122
2022 Q3	–	Sell	-1,756	Closed	-$208K	–	87
2022 Q2	$208K	Buy	1,756 +3	+0.2%	+$374	0.15%	88
2022 Q1	$225K	Buy	1,753 +2	+0.1%	+$253	0.14%	86
2021 Q4	$226K	Sell	1,751 -85	-5%	-$10.6K	0.14%	90
2021 Q3	$216K	Sell	1,836 -46	-2%	-$5.63K	0.14%	84
2021 Q2	$230K	Sell	1,882 -235	-11%	-$29K	0.15%	74
2021 Q1	$250K	Buy	2,117 +15	+0.7%	+$1.68K	0.18%	66
2020 Q4	$223K	Buy	+2,102	New	+$213K	0.18%	69

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

Sterling Financial Planning's SDY Position: Q2 2026 in Review

Sterling Financial Planning opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,323 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in SDY as recently as Q2 2022.

Sterling Financial Planning first reported a position in SDY in Q4 2020 and has held it in 8 quarters since. The position peaked at $250K in Q1 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sterling Financial Planning held 1,323 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 Sterling Financial Planning position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of Sterling Financial Planning's portfolio in Q2 2026, its #122 holding.
Sterling Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 8 quarters since.
Sterling Financial Planning's State Street SPDR S&P Dividend ETF position peaked at $250K in Q1 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.