Wealth Enhancement Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.6M Buy
224,206
+563
+0.3% +$83.9K 0.06% 289
2026
Q1
$32.7M Sell
223,643
-148,758
-40% -$22.2M 0.07% 272
2025
Q4
$53M Sell
372,401
-6,016
-2% -$837K 0.07% 246
2025
Q3
$53.1M Buy
378,417
+3,684
+1% +$514K 0.08% 232
2025
Q2
$52M Buy
374,733
+3,946
+1% +$523K 0.09% 223
2025
Q1
$50.3M Buy
370,787
+1,962
+0.5% +$264K 0.1% 203
2024
Q4
$48.7M Buy
368,825
+5,103
+1% +$713K 0.09% 210
2024
Q3
$51.7M Buy
363,722
+292
+0.1% +$39.5K 0.11% 182
2024
Q2
$46.2M Buy
363,430
+194,290
+115% +$25M 0.11% 186
2024
Q1
$22.2M Sell
169,140
-20,438
-11% -$2.56M 0.06% 303
2023
Q4
$23.7M Sell
189,578
-5,885
-3% -$691K 0.07% 271
2023
Q3
$22.5M Buy
195,463
+190,728
+4,028% +$23.3M 0.07% 258
2023
Q2
$580K Buy
4,735
+893
+23% +$109K 0.01% 333
2023
Q1
$475K Buy
+3,842
New +$483K 0.01% 392

Other funds holding SDY

Wealth Enhancement Advisory Services's SDY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.25% in Q2 2026, buying an estimated $83.9K and bringing the position to 224,206 shares worth $34.6M. The position accounts for 0.06% of the portfolio, ranked #289.

Wealth Enhancement Advisory Services first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. The position peaked at $53.1M in Q3 2025. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 224,206 shares of State Street SPDR S&P Dividend ETF worth $34.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 563 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $83.9K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #289 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $53.1M in Q3 2025.
  • 1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.