Wagner Wealth Management (South Carolina)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wagner Wealth Management (South Carolina)’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	$109K	Hold	716	–	–	0.02%	161
2026 Q1	$104K	Hold	716	–	–	0.02%	159
2025 Q4	$99.6K	Hold	716	–	–	0.02%	156
2025 Q3	$100K	Buy	+716	New	+$99.9K	0.02%	140
2023 Q1	–	Sell	-46	Closed	-$5.75K	–	240
2022 Q4	$5.75K	Sell	46 -30	-39%	-$3.71K	﹤0.01%	194
2022 Q3	$8K	Hold	76	–	–	0.01%	458
2022 Q2	$9K	Sell	76 -84	-53%	-$10.5K	0.01%	462
2022 Q1	$20K	Buy	160 +80	+100%	+$10.1K	0.01%	174
2021 Q4	$10K	Hold	80	–	–	0.01%	496
2021 Q3	$10K	Sell	80 -200	-71%	-$24.5K	0.01%	477
2021 Q2	$34K	Hold	280	–	–	0.02%	311
2021 Q1	$33K	Buy	280 +100	+56%	+$11.2K	0.03%	287
2020 Q4	$19K	Buy	+180	New	+$18.2K	0.02%	167
2018 Q3	$454K	Hold	4,633	–	–	0.3%	74
2018 Q2	$429K	Hold	4,633	–	–	0.31%	75
2018 Q1	$423K	Hold	4,633	–	–	0.32%	73
2017 Q4	$442K	Buy	+4,633	New	+$434K	0.33%	70

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

Wagner Wealth Management (South Carolina)'s SDY Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 716 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #161.

Wagner Wealth Management (South Carolina) first reported a position in SDY in Q4 2017 and has held it in 17 quarters since. The position peaked at $454K in Q3 2018. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wagner Wealth Management (South Carolina) held 716 shares of State Street SPDR S&P Dividend ETF worth $109K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #161 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 17 quarters since.
Wagner Wealth Management (South Carolina)'s State Street SPDR S&P Dividend ETF position peaked at $454K in Q3 2018.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.