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

Strategic Wealth Partners’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
-200
Closed -$29.2K – 1549
2026
Q1 		$29.2K Buy
+200
New +$29.8K ﹤0.01% 623
2025
Q3 		– Sell
-90
Closed -$12.2K – 1380
2025
Q2 		$12.2K Buy
+90
New +$11.9K ﹤0.01% 750
2018
Q3 		– Sell
-67
Closed -$6K – 690
2018
Q2 		$6K Hold
67
– – ﹤0.01% 621
2018
Q1 		$6K Buy
+67
New +$6.26K ﹤0.01% 623

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 Wealth Partners's SDY Position: Q2 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 200 shares — an estimated $29.2K sold.

Strategic Wealth Partners first reported a position in SDY in Q1 2018 and held it in 4 quarters. The position peaked at $29.2K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 200 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $29.2K.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 4 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $29.2K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.