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

Wealth Enhancement Trust Services’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 		$107K Sell
706
-223
-24% -$33.2K 0.01% 358
2026
Q1 		$136K Hold
929
– – 0.02% 315
2025
Q4 		$129K Buy
+929
New +$129K 0.02% 300

Other funds holding SDY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 24% in Q2 2026, selling an estimated $33.2K and leaving 706 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #358.

Wealth Enhancement Trust Services first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q1 2026. 1,057 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Wealth Enhancement Trust Services held 706 shares of State Street SPDR S&P Dividend ETF worth $107K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 223 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $33.2K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #358 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR S&P Dividend ETF position peaked at $136K in Q1 2026.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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