VH
SDY icon

Visionary Horizons’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Visionary Horizons’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 		$314K Sell
2,066
-10,946
-84% -$1.63M 0.13% 118
2026
Q1 		$1.9M Buy
+13,012
New +$1.94M 0.94% 18

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
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

Visionary Horizons's SDY Position: Q2 2026 in Review

Visionary Horizons reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 84% in Q2 2026, selling an estimated $1.63M and leaving 2,066 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #118.

Visionary Horizons first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.9M in Q1 2026. 643 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Visionary Horizons held 2,066 shares of State Street SPDR S&P Dividend ETF worth $314K as of Q2 2026.
  • Visionary Horizons sold 10,946 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.63M.
  • State Street SPDR S&P Dividend ETF made up 0.13% of Visionary Horizons's portfolio in Q2 2026, its #118 holding.
  • Visionary Horizons first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Visionary Horizons's State Street SPDR S&P Dividend ETF position peaked at $1.9M in Q1 2026.
  • 643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.