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

Summit 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	$290K	Hold	1,908	–	–	0.04%	235
2026 Q1	$278K	Buy	+1,908	New	+$284K	0.04%	226
2025 Q3	–	Sell	-1,502	Closed	-$204K	–	219
2025 Q2	$204K	Hold	1,502	–	–	0.04%	211
2025 Q1	$204K	Buy	+1,502	New	+$202K	0.04%	206
2024 Q4	–	Sell	-1,502	Closed	-$213K	–	235
2024 Q3	$213K	Buy	+1,502	New	+$203K	0.04%	224
2021 Q3	–	Sell	-2,336	Closed	-$286K	–	153
2021 Q2	$286K	Buy	+2,336	New	+$289K	0.07%	130
2020 Q2	–	Sell	-2,570	Closed	-$205K	–	146
2020 Q1	$205K	Sell	2,570 -1,054	-29%	-$104K	0.08%	105
2019 Q4	$390K	Buy	+3,624	New	+$380K	0.13%	80

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 Partners's SDY Position: Q2 2026 in Review

Summit Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,908 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #235.

Summit Wealth Partners first reported a position in SDY in Q4 2019 and has held it in 8 quarters since. The position peaked at $390K in Q4 2019. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Summit Wealth Partners held 1,908 shares of State Street SPDR S&P Dividend ETF worth $290K as of Q2 2026.
Summit Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #235 holding.
Summit Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 8 quarters since.
Summit Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $390K in Q4 2019.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.