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

Stonebridge Financial Planning 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	$1.38M	Sell	9,073 -250	-3%	-$37.2K	0.44%	68
2026 Q1	$1.36M	Sell	9,323 -244	-3%	-$36.4K	0.5%	66
2025 Q4	$1.33M	Sell	9,567 -94	-1%	-$13.1K	0.48%	67
2025 Q3	$1.35M	Buy	9,661 +190	+2%	+$26.5K	0.51%	62
2025 Q2	$1.29M	Buy	9,471 +6	+0.1%	+$796	0.54%	58
2025 Q1	$1.28M	Sell	9,465 -96	-1%	-$12.9K	0.59%	55
2024 Q4	$1.26M	Buy	9,561 +157	+2%	+$21.9K	0.56%	54
2024 Q3	$1.34M	Sell	9,404 -196	-2%	-$26.5K	0.64%	48
2024 Q2	$1.22M	Sell	9,600 -216	-2%	-$27.8K	0.61%	47
2024 Q1	$1.29M	Sell	9,816 -486	-5%	-$61K	0.68%	43
2023 Q4	$1.29M	Sell	10,302 -1,186	-10%	-$139K	0.74%	41
2023 Q3	$1.32M	Sell	11,488 -65	-0.6%	-$7.93K	0.85%	35
2023 Q2	$1.42M	Sell	11,553 -170	-1%	-$20.8K	0.86%	35
2023 Q1	$1.45M	Buy	11,723 +30	+0.3%	+$3.77K	0.94%	31
2022 Q4	$1.46M	Sell	11,693 -95	-0.8%	-$11.7K	0.97%	32
2022 Q3	$1.31M	Sell	11,788 -45	-0.4%	-$5.54K	0.92%	35
2022 Q2	$1.4M	Sell	11,833 -734	-6%	-$91.5K	0.95%	33
2022 Q1	$1.61M	Sell	12,567 -81	-0.6%	-$10.2K	0.9%	37
2021 Q4	$1.58M	Sell	12,648 -642	-5%	-$79.9K	0.83%	34
2021 Q3	$1.67M	Sell	13,290 -427	-3%	-$52.3K	0.82%	34
2021 Q2	$1.7M	Buy	13,717 +104	+0.8%	+$12.9K	0.9%	32
2021 Q1	$1.64M	Sell	13,613 -978	-7%	-$110K	0.96%	31
2020 Q4	$1.55M	Sell	14,591 -1,490	-9%	-$151K	0.98%	30
2020 Q3	$1.56M	Sell	16,081 -4,422	-22%	-$417K	1.13%	25
2020 Q2	$1.87M	Sell	20,503 -377	-2%	-$33.1K	1.59%	20
2020 Q1	$1.77M	Sell	20,880 -455	-2%	-$44.9K	1.76%	18
2019 Q4	$2.29M	Buy	+21,335	New	+$2.24M	2.07%	15

Other funds holding SDY

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Stonebridge Financial Planning Group's SDY Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.7% in Q2 2026, selling an estimated $37.2K and leaving 9,073 shares worth $1.38M. The position accounts for 0.44% of the portfolio, ranked #68.

Stonebridge Financial Planning Group first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q4 2019. 643 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Stonebridge Financial Planning Group held 9,073 shares of State Street SPDR S&P Dividend ETF worth $1.38M as of Q2 2026.
Stonebridge Financial Planning Group sold 250 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $37.2K.
State Street SPDR S&P Dividend ETF made up 0.44% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #68 holding.
Stonebridge Financial Planning Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's State Street SPDR S&P Dividend ETF position peaked at $2.29M in Q4 2019.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.