TCFP
SDY icon

Treasure Coast Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Treasure Coast Financial Planning’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 		$3.69M Buy
24,235
+131
+0.5% +$19.5K 1.8% 16
2026
Q1 		$3.52M Buy
24,104
+469
+2% +$69.9K 1.81% 16
2025
Q4 		$3.29M Buy
23,635
+618
+3% +$86K 1.75% 16
2025
Q3 		$3.22M Buy
23,017
+9
+0% +$1.25K 1.8% 16
2025
Q2 		$3.12M Buy
23,008
+341
+2% +$45.2K 1.82% 16
2025
Q1 		$3.08M Buy
22,667
+365
+2% +$49.1K 1.91% 16
2024
Q4 		$2.95M Sell
22,302
-717
-3% -$100K 1.94% 16
2024
Q3 		$3.27M Buy
23,019
+116
+0.5% +$15.7K 2.02% 16
2024
Q2 		$2.91M Sell
22,903
-174
-0.8% -$22.4K 1.92% 16
2024
Q1 		$3.03M Buy
23,077
+2,138
+10% +$268K 1.98% 17
2023
Q4 		$2.62M Buy
20,939
+210
+1% +$24.7K 1.82% 16
2023
Q3 		$2.38M Buy
20,729
+46
+0.2% +$5.62K 1.66% 17
2023
Q2 		$2.54M Sell
20,683
-12,364
-37% -$1.51M 1.71% 17
2023
Q1 		$4.09M Buy
33,047
+21,121
+177% +$2.66M 2.86% 13
2022
Q4 		$1.49M Buy
11,926
+6,870
+136% +$849K 1.11% 18
2022
Q3 		$564K Buy
+5,056
New +$623K 0.45% 20

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Treasure Coast Financial Planning's SDY Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.54% in Q2 2026, buying an estimated $19.5K and bringing the position to 24,235 shares worth $3.69M. The position accounts for 1.8% of the portfolio, ranked #16.

Treasure Coast Financial Planning first reported a position in SDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.09M in Q1 2023. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Treasure Coast Financial Planning held 24,235 shares of State Street SPDR S&P Dividend ETF worth $3.69M as of Q2 2026.
  • Treasure Coast Financial Planning bought 131 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $19.5K.
  • State Street SPDR S&P Dividend ETF made up 1.8% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Treasure Coast Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 16 quarters since.
  • Treasure Coast Financial Planning's State Street SPDR S&P Dividend ETF position peaked at $4.09M in Q1 2023.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.