Summit Wealth Group (Colorado)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Summit Wealth Group (Colorado)’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	$283K	Buy	1,862 +11	+0.6%	+$1.64K	0.02%	315
2026 Q1	$270K	Buy	+1,851	New	+$276K	0.03%	275
2025 Q4	–	Sell	-20,695	Closed	-$1.66M	–	574
2025 Q3	$1.66M	Buy	+20,695	New	+$2.89M	0.18%	103

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

Summit Wealth Group (Colorado)'s SDY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.59% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,862 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #315.

Summit Wealth Group (Colorado) first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Summit Wealth Group (Colorado) held 1,862 shares of State Street SPDR S&P Dividend ETF worth $283K as of Q2 2026.
Summit Wealth Group (Colorado) bought 11 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.64K.
State Street SPDR S&P Dividend ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #315 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 3 quarters since.
Summit Wealth Group (Colorado)'s State Street SPDR S&P Dividend ETF position peaked at $1.66M in Q3 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.