Veridan Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Veridan Wealth’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	$378K	Sell	2,483 -265	-10%	-$39.5K	0.13%	66
2026 Q1	$401K	Buy	2,748 +16	+0.6%	+$2.38K	0.15%	58
2025 Q4	$380K	Buy	2,732 +20	+0.7%	+$2.78K	0.13%	61
2025 Q3	$380K	Buy	+2,712	New	+$378K	0.13%	58
2025 Q1	$395K	Sell	2,911 -7	-0.2%	-$941	0.18%	55
2024 Q4	$391K	Buy	+2,918	New	+$408K	0.18%	60
2024 Q2	$371K	Buy	+2,733	New	+$352K	0.15%	58

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

Veridan Wealth's SDY Position: Q2 2026 in Review

Veridan Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.6% in Q2 2026, selling an estimated $39.5K and leaving 2,483 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #66.

Veridan Wealth first reported a position in SDY in Q2 2024 and has held it in 7 quarters since. The position peaked at $401K in Q1 2026. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Veridan Wealth held 2,483 shares of State Street SPDR S&P Dividend ETF worth $378K as of Q2 2026.
Veridan Wealth sold 265 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $39.5K.
State Street SPDR S&P Dividend ETF made up 0.13% of Veridan Wealth's portfolio in Q2 2026, its #66 holding.
Veridan Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's State Street SPDR S&P Dividend ETF position peaked at $401K in Q1 2026.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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