Total Wealth Planning & Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Total Wealth Planning & Management’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	$208K	Buy	+1,364	New	+$203K	0.14%	202

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

Total Wealth Planning & Management's SDY Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,364 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #202 among its holdings.

1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Total Wealth Planning & Management held 1,364 shares of State Street SPDR S&P Dividend ETF worth $208K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Total Wealth Planning & Management position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.14% of Total Wealth Planning & Management's portfolio in Q2 2026, its #202 holding.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.