Torrey-Payne Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.96M Buy
39,173
+2,374
+6% +$354K 4.9% 9
2026
Q1
$5.37M Buy
36,799
+398
+1% +$59.3K 4.93% 9
2025
Q4
$5.34M Buy
+36,401
New +$5.06M 4.79% 9

Other funds holding SDY

Torrey-Payne Wealth Management's SDY Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6.5% in Q2 2026, buying an estimated $354K and bringing the position to 39,173 shares worth $5.96M. The position accounts for 4.9% of the portfolio, ranked #9.

Torrey-Payne Wealth Management first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,240 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Torrey-Payne Wealth Management held 39,173 shares of State Street SPDR S&P Dividend ETF worth $5.96M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 2,374 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $354K.
  • State Street SPDR S&P Dividend ETF made up 4.9% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Torrey-Payne Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.