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

Ullmann Wealth Partners Group’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	$561K	Hold	3,687	–	–	0.05%	108
2026 Q1	$538K	Hold	3,687	–	–	0.06%	100
2025 Q4	$506K	Hold	3,687	–	–	0.05%	100
2025 Q3	$516K	Hold	3,687	–	–	0.06%	97
2025 Q2	$500K	Hold	3,687	–	–	0.06%	96
2025 Q1	$500K	Hold	3,687	–	–	0.07%	89
2024 Q4	$487K	Hold	3,687	–	–	0.06%	91
2024 Q3	$524K	Hold	3,687	–	–	0.07%	87
2024 Q2	$469K	Hold	3,687	–	–	0.07%	78
2024 Q1	$484K	Hold	3,687	–	–	0.07%	74
2023 Q4	$461K	Buy	3,687 +29	+0.8%	+$3.4K	0.08%	69
2023 Q3	$421K	Buy	3,658 +24	+0.7%	+$2.93K	0.08%	67
2023 Q2	$445K	Buy	3,634 +24	+0.7%	+$2.93K	0.09%	62
2023 Q1	$447K	Buy	3,610 +22	+0.6%	+$2.77K	0.1%	56
2022 Q4	$449K	Buy	3,588 +25	+0.7%	+$3.09K	0.11%	52
2022 Q3	$397K	Buy	3,563 +23	+0.6%	+$2.83K	0.11%	53
2022 Q2	$420K	Hold	3,540	–	–	0.11%	55
2022 Q1	$454K	Hold	3,540	–	–	0.12%	54
2021 Q4	$457K	Hold	3,540	–	–	0.12%	50
2021 Q3	$416K	Hold	3,540	–	–	0.16%	51
2021 Q2	$433K	Hold	3,540	–	–	0.18%	50
2021 Q1	$418K	Hold	3,540	–	–	0.19%	50
2020 Q4	$375K	Hold	3,540	–	–	0.19%	50
2020 Q3	$327K	Hold	3,540	–	–	0.19%	48
2020 Q2	$323K	Sell	3,540 -1,130	-24%	-$99.3K	0.2%	48
2020 Q1	$372K	Hold	4,670	–	–	0.28%	35
2019 Q4	$502K	Hold	4,670	–	–	0.3%	32
2019 Q3	$479K	Hold	4,670	–	–	0.3%	36
2019 Q2	$471K	Hold	4,670	–	–	0.29%	35
2019 Q1	$464K	Buy	+4,670	New	+$449K	0.3%	32
2017 Q3	–	Sell	-1,130	Closed	-$100K	–	116
2017 Q2	$100K	Hold	1,130	–	–	0.07%	71
2017 Q1	$99K	Buy	+1,130	New	+$98.8K	0.08%	66

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

Ullmann Wealth Partners Group's SDY Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,687 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #108.

Ullmann Wealth Partners Group first reported a position in SDY in Q1 2017 and has held it in 32 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Ullmann Wealth Partners Group held 3,687 shares of State Street SPDR S&P Dividend ETF worth $561K as of Q2 2026.
Ullmann Wealth Partners Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #108 holding.
Ullmann Wealth Partners Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 32 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.