TRUE Private Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TRUE Private Wealth Advisors’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	$1.84M	Sell	12,065 -657	-5%	-$97.9K	0.16%	89
2026 Q1	$1.86M	Sell	12,722 -2,789	-18%	-$416K	0.18%	74
2025 Q4	$2.16M	Sell	15,511 -654	-4%	-$91K	0.22%	69
2025 Q3	$2.26M	Buy	+16,165	New	+$2.25M	0.23%	71
2021 Q1	–	Sell	-30	Closed	-$3K	–	612
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	643
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	634
2020 Q2	$2K	Sell	30 -21,708	-100%	-$1.91M	﹤0.01%	628
2020 Q1	$1.74M	Sell	21,738 -4,203	-16%	-$415K	0.37%	49
2019 Q4	$2.79M	Buy	25,941 +4,274	+20%	+$449K	0.43%	33
2019 Q3	$2.22M	Buy	21,667 +4,160	+24%	+$419K	0.38%	38
2019 Q2	$1.77M	Buy	17,507 +3,394	+24%	+$339K	0.3%	48
2019 Q1	$1.4M	Buy	14,113 +5,001	+55%	+$481K	0.27%	64
2018 Q4	$815K	Buy	+9,112	New	+$859K	0.14%	101

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

TRUE Private Wealth Advisors's SDY Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.2% in Q2 2026, selling an estimated $97.9K and leaving 12,065 shares worth $1.84M. The position accounts for 0.16% of the portfolio, ranked #89.

TRUE Private Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2019. 571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

TRUE Private Wealth Advisors held 12,065 shares of State Street SPDR S&P Dividend ETF worth $1.84M as of Q2 2026.
TRUE Private Wealth Advisors sold 657 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $97.9K.
State Street SPDR S&P Dividend ETF made up 0.16% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #89 holding.
TRUE Private Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 13 quarters since.
TRUE Private Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.79M in Q4 2019.
571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.