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

Summit Financial’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 		$2.49M Sell
16,371
-304
-2% -$45.3K 0.03% 571
2026
Q1 		$2.43M Buy
16,675
+1,031
+7% +$154K 0.03% 522
2025
Q4 		$2.18M Buy
15,644
+149
+1% +$20.7K 0.03% 474
2025
Q3 		$2.17M Buy
15,495
+6,095
+65% +$850K 0.03% 466
2025
Q2 		$1.28M Sell
9,400
-144
-2% -$19.1K 0.03% 369
2025
Q1 		$1.29M Buy
9,544
+1,114
+13% +$150K 0.04% 326
2024
Q4 		$1.11M Buy
8,430
+226
+3% +$31.6K 0.04% 298
2024
Q3 		$1.17M Buy
8,204
+5
+0.1% +$676 0.05% 233
2024
Q2 		$1.04M Sell
8,199
-260
-3% -$33.5K 0.05% 219
2024
Q1 		$1.11M Buy
8,459
+281
+3% +$35.3K 0.07% 173
2023
Q4 		$1.02M Buy
8,178
+58
+0.7% +$6.81K 0.07% 169
2023
Q3 		$934K Buy
8,120
+48
+0.6% +$5.86K 0.07% 167
2023
Q2 		$990K Buy
8,072
+716
+10% +$87.5K 0.07% 155
2023
Q1 		$910K Buy
7,356
+73
+1% +$9.19K 0.08% 124
2022
Q4 		$911K Buy
7,283
+93
+1% +$11.5K 0.09% 122
2022
Q3 		$802K Buy
7,190
+397
+6% +$48.9K 0.08% 127
2022
Q2 		$806K Buy
6,793
+2,906
+75% +$362K 0.08% 117
2022
Q1 		$498K Buy
3,887
+19
+0.5% +$2.4K 0.04% 176
2021
Q4 		$499K Buy
3,868
+30
+0.8% +$3.73K 0.04% 165
2021
Q3 		$451K Buy
3,838
+28
+0.7% +$3.43K 0.04% 151
2021
Q2 		$466K Buy
3,810
+23
+0.6% +$2.84K 0.05% 90
2021
Q1 		$447K Buy
3,787
+613
+19% +$68.7K 0.06% 41
2020
Q4 		$336K Buy
+3,174
New +$321K 0.05% 42

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

Summit Financial's SDY Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.8% in Q2 2026, selling an estimated $45.3K and leaving 16,371 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #571.

Summit Financial first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Summit Financial held 16,371 shares of State Street SPDR S&P Dividend ETF worth $2.49M as of Q2 2026.
  • Summit Financial sold 304 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $45.3K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #571 holding.
  • Summit Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.