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

WCG Wealth Advisors’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	$1.7M	Sell	11,178 -1,984	-15%	-$296K	0.04%	324
2026 Q1	$1.92M	Buy	13,162 +1,751	+15%	+$261K	0.05%	275
2025 Q4	$1.59M	Buy	+11,411	New	+$1.59M	0.04%	288
2024 Q4	–	Sell	-10,177	Closed	-$1.45M	–	316
2024 Q3	$1.45M	Sell	10,177 -180	-2%	-$24.3K	0.1%	187
2024 Q2	$1.32M	Buy	10,357 +83	+0.8%	+$10.7K	0.1%	170
2024 Q1	$1.35M	Sell	10,274 -607	-6%	-$76.2K	0.11%	158
2023 Q4	$1.36M	Sell	10,881 -431	-4%	-$50.6K	0.1%	174
2023 Q3	$1.3M	Buy	+11,312	New	+$1.38M	0.1%	173

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

WCG Wealth Advisors's SDY Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q2 2026, selling an estimated $296K and leaving 11,178 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #324.

WCG Wealth Advisors first reported a position in SDY in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.92M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

WCG Wealth Advisors held 11,178 shares of State Street SPDR S&P Dividend ETF worth $1.7M as of Q2 2026.
WCG Wealth Advisors sold 1,984 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $296K.
State Street SPDR S&P Dividend ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #324 holding.
WCG Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 8 quarters since.
WCG Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.92M in Q1 2026.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.