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Strategic Family Wealth Counselors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Family Wealth Counselors’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 		$9.37M Buy
61,562
+449
+0.7% +$66.9K 2.18% 15
2026
Q1 		$8.92M Sell
61,113
-541
-0.9% -$80.6K 2.34% 15
2025
Q4 		$8.96M Sell
61,654
-1,143
-2% -$159K 2.01% 15
2025
Q3 		$8.79M Buy
62,797
+1,205
+2% +$168K 2.26% 13
2025
Q2 		$8.36M Buy
61,592
+2,435
+4% +$323K 2.38% 13
2025
Q1 		$8.03M Buy
59,157
+933
+2% +$125K 2.61% 13
2024
Q4 		$7.69M Sell
58,224
-356
-0.6% -$49.7K 2.5% 12
2024
Q3 		$8.32M Buy
58,580
+3,039
+5% +$411K 2.91% 12
2024
Q2 		$7.06M Buy
55,541
+1,037
+2% +$134K 2.69% 12
2024
Q1 		$7.15M Buy
54,504
+1,009
+2% +$127K 2.83% 12
2023
Q4 		$6.69M Buy
53,495
+3,196
+6% +$375K 2.8% 11
2023
Q3 		$5.78M Buy
50,299
+819
+2% +$100K 2.78% 13
2023
Q2 		$6.07M Buy
49,480
+634
+1% +$77.4K 2.79% 14
2023
Q1 		$6.04M Buy
48,846
+750
+2% +$94.4K 2.86% 11
2022
Q4 		$6.02M Buy
48,096
+1,700
+4% +$210K 2.98% 10
2022
Q3 		$5.17M Buy
46,396
+1,365
+3% +$168K 2.54% 14
2022
Q2 		$5.34M Buy
45,031
+334
+0.7% +$41.6K 2.56% 14
2022
Q1 		$5.73M Buy
44,697
+4,519
+11% +$571K 2.31% 14
2021
Q4 		$5.19M Buy
40,178
+1,655
+4% +$206K 1.66% 18
2021
Q3 		$4.53M Buy
38,523
+2,697
+8% +$330K 1.55% 18
2021
Q2 		$4.38M Sell
35,826
-679
-2% -$83.9K 1.43% 17
2021
Q1 		$4.31M Buy
36,505
+973
+3% +$109K 1.62% 17
2020
Q4 		$3.76M Sell
35,532
-28
-0.1% -$2.83K 1.94% 14
2020
Q3 		$3.29M Buy
35,560
+523
+1% +$49.3K 1.84% 15
2020
Q2 		$3.19M Sell
35,037
-1,640
-4% -$144K 2.01% 16
2020
Q1 		$2.93M Buy
36,677
+2,977
+9% +$294K 2.19% 17
2019
Q4 		$3.63M Sell
33,700
-1,030
-3% -$108K 2.93% 13
2019
Q3 		$3.56M Sell
34,730
-905
-3% -$91.2K 2.69% 13
2019
Q2 		$3.6M Buy
35,635
+356
+1% +$35.6K 2.78% 12
2019
Q1 		$3.51M Buy
35,279
+1,267
+4% +$122K 2.84% 12
2018
Q4 		$3.04M Buy
+34,012
New +$3.21M 3.45% 9

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Family Wealth Counselors's SDY Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.73% in Q2 2026, buying an estimated $66.9K and bringing the position to 61,562 shares worth $9.37M. The position accounts for 2.18% of the portfolio, ranked #15.

Strategic Family Wealth Counselors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Strategic Family Wealth Counselors held 61,562 shares of State Street SPDR S&P Dividend ETF worth $9.37M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 449 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $66.9K.
  • State Street SPDR S&P Dividend ETF made up 2.18% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #15 holding.
  • Strategic Family Wealth Counselors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.