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

Wealthcare Capital 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	$549K	Buy	3,604 +4	+0.1%	+$596	0.23%	92
2026 Q1	$525K	Buy	3,600 +21	+0.6%	+$3.13K	0.25%	82
2025 Q4	$498K	Sell	3,579 -193	-5%	-$26.9K	0.23%	86
2025 Q3	$528K	Buy	3,772 +19	+0.5%	+$2.65K	0.24%	74
2025 Q2	$509K	Sell	3,753 -91	-2%	-$12.1K	0.26%	68
2025 Q1	$522K	Buy	3,844 +19	+0.5%	+$2.56K	0.27%	61
2024 Q4	$505K	Buy	+3,825	New	+$534K	0.26%	56

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.11% in Q2 2026, buying an estimated $596 and bringing the position to 3,604 shares worth $549K. The position accounts for 0.23% of the portfolio, ranked #92.

Wealthcare Capital Partners first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wealthcare Capital Partners held 3,604 shares of State Street SPDR S&P Dividend ETF worth $549K as of Q2 2026.
Wealthcare Capital Partners bought 4 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $596.
State Street SPDR S&P Dividend ETF made up 0.23% of Wealthcare Capital Partners's portfolio in Q2 2026, its #92 holding.
Wealthcare Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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