Wealthcare Advisory Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealthcare Advisory Partners’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	$1.76M	Sell	11,581 -722	-6%	-$108K	0.03%	385
2026 Q1	$1.8M	Buy	12,303 +76	+0.6%	+$11.3K	0.03%	386
2025 Q4	$1.7M	Buy	12,227 +652	+6%	+$90.7K	0.03%	395
2025 Q3	$1.62M	Buy	11,575 +175	+2%	+$24.4K	0.03%	393
2025 Q2	$1.55M	Buy	11,400 +71	+0.6%	+$9.42K	0.04%	384
2025 Q1	$1.54M	Buy	11,329 +591	+6%	+$79.5K	0.04%	351
2024 Q4	$1.42M	Buy	10,738 +74	+0.7%	+$10.3K	0.04%	341
2024 Q3	$1.51M	Buy	10,664 +312	+3%	+$42.2K	0.04%	318
2024 Q2	$1.32M	Buy	10,352 +943	+10%	+$121K	0.04%	319
2024 Q1	$1.23M	Buy	9,409 +3,985	+73%	+$500K	0.04%	323
2023 Q4	$678K	Sell	5,424 -39	-0.7%	-$4.58K	0.03%	418
2023 Q3	$628K	Sell	5,463 -257	-4%	-$31.4K	0.03%	377
2023 Q2	$701K	Sell	5,720 -1,669	-23%	-$204K	0.03%	370
2023 Q1	$914K	Sell	7,389 -217	-3%	-$27.3K	0.04%	309
2022 Q4	$952K	Buy	7,606 +642	+9%	+$79.3K	0.05%	285
2022 Q3	$776K	Buy	6,964 +40	+0.6%	+$4.93K	0.04%	269
2022 Q2	$822K	Buy	6,924 +2,573	+59%	+$321K	0.05%	235
2022 Q1	$557K	Sell	4,351 -876	-17%	-$111K	0.03%	290
2021 Q4	$675K	Sell	5,227 -11,644	-69%	-$1.45M	0.04%	261
2021 Q3	$1.98M	Sell	16,871 -941	-5%	-$115K	0.13%	107
2021 Q2	$2.18M	Buy	17,812 +646	+4%	+$79.8K	0.15%	100
2021 Q1	$2.03M	Buy	17,166 +1,370	+9%	+$154K	0.15%	87
2020 Q4	$1.67M	Buy	15,796 +525	+3%	+$53.1K	0.15%	87
2020 Q3	$1.41M	Buy	15,271 +122	+0.8%	+$11.5K	0.15%	84
2020 Q2	$1.38M	Buy	15,149 +62	+0.4%	+$5.45K	0.17%	77
2020 Q1	$1.21M	Buy	15,087 +8,556	+131%	+$844K	0.18%	76
2019 Q4	$703K	Buy	6,531 +574	+10%	+$60.3K	0.09%	133
2019 Q3	$611K	Sell	5,957 -857	-13%	-$86.4K	0.09%	131
2019 Q2	$687K	Buy	6,814 +1,393	+26%	+$139K	0.11%	113
2019 Q1	$539K	Buy	5,421 +215	+4%	+$20.7K	0.09%	130
2018 Q4	$466K	Sell	5,206 -189	-4%	-$17.8K	0.09%	120
2018 Q3	$528K	Buy	5,395 +456	+9%	+$44.2K	0.1%	112
2018 Q2	$458K	Buy	4,939 +317	+7%	+$29.2K	0.09%	131
2018 Q1	$422K	Buy	4,622 +559	+14%	+$52.2K	0.1%	121
2017 Q4	$384K	Buy	4,063 +972	+31%	+$91.1K	0.1%	114
2017 Q3	$282K	Buy	3,091 +2,854	+1,204%	+$256K	0.08%	117
2017 Q2	$21K	Sell	237 -131	-36%	-$11.6K	0.01%	65
2017 Q1	$32K	Buy	368 +2	+0.5%	+$175	0.02%	52
2016 Q4	$31K	Buy	366 +6	+2%	+$504	0.02%	52
2016 Q3	$30K	Buy	360 +2	+0.6%	+$170	0.02%	44
2016 Q2	$30K	Buy	+358	New	+$29.1K	0.02%	58

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wealthcare Advisory Partners's SDY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.9% in Q2 2026, selling an estimated $108K and leaving 11,581 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #385.

Wealthcare Advisory Partners first reported a position in SDY in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.18M in Q2 2021. 331 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wealthcare Advisory Partners held 11,581 shares of State Street SPDR S&P Dividend ETF worth $1.76M as of Q2 2026.
Wealthcare Advisory Partners sold 722 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $108K.
State Street SPDR S&P Dividend ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #385 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P Dividend ETF position peaked at $2.18M in Q2 2021.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.