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

United Financial Planning 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 		$54K Hold
355
– – 0.03% 96
2026
Q1 		$51.8K Buy
355
+255
+255% +$38K 0.03% 84
2025
Q4 		$13.9K Buy
+100
New +$13.9K 0.01% 172

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Financial Planning Group's SDY Position: Q2 2026 in Review

United Financial Planning Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 355 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #96.

United Financial Planning Group first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • United Financial Planning Group held 355 shares of State Street SPDR S&P Dividend ETF worth $54K as of Q2 2026.
  • United Financial Planning 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 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #96 holding.
  • United Financial Planning Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.