Vertex Planning Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vertex Planning Partners’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	$380K	Sell	2,496 -9	-0.4%	-$1.34K	0.06%	111
2026 Q1	$366K	Hold	2,505	–	–	0.07%	97
2025 Q4	$349K	Hold	2,505	–	–	0.08%	94
2025 Q3	$351K	Hold	2,505	–	–	0.07%	147
2025 Q2	$340K	Buy	2,505 +9	+0.4%	+$1.19K	0.07%	138
2025 Q1	$339K	Sell	2,496 -50	-2%	-$6.72K	0.07%	134
2024 Q4	$336K	Buy	2,546 +149	+6%	+$20.8K	0.07%	138
2024 Q3	$340K	Hold	2,397	–	–	0.08%	116
2024 Q2	$305K	Hold	2,397	–	–	0.08%	120
2024 Q1	$315K	Hold	2,397	–	–	0.09%	121
2023 Q4	$300K	Hold	2,397	–	–	0.09%	119
2023 Q3	$276K	Hold	2,397	–	–	0.09%	112
2023 Q2	$294K	Hold	2,397	–	–	0.1%	109
2023 Q1	$297K	Hold	2,397	–	–	0.11%	93
2022 Q4	$300K	Buy	+2,397	New	+$296K	0.12%	106

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

Vertex Planning Partners's SDY Position: Q2 2026 in Review

Vertex Planning Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.36% in Q2 2026, selling an estimated $1.34K and leaving 2,496 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #111.

Vertex Planning Partners first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Vertex Planning Partners held 2,496 shares of State Street SPDR S&P Dividend ETF worth $380K as of Q2 2026.
Vertex Planning Partners sold 9 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P Dividend ETF made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #111 holding.
Vertex Planning Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.