Wedmont Private Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wedmont Private Capital’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	$2.35M	Buy	15,220 +5,358	+54%	+$798K	0.06%	159
2026 Q1	$1.46M	Buy	9,862 +5,393	+121%	+$804K	0.05%	230
2025 Q4	$628K	Buy	4,469 +26	+0.6%	+$3.62K	0.02%	397
2025 Q3	$623K	Buy	4,443 +21	+0.5%	+$2.93K	0.02%	394
2025 Q2	$613K	Buy	4,422 +24	+0.5%	+$3.18K	0.03%	374
2025 Q1	$563K	Buy	4,398 +20	+0.5%	+$2.69K	0.03%	354
2024 Q4	$564K	Buy	4,378 +200	+5%	+$27.9K	0.03%	344
2024 Q3	$584K	Buy	4,178 +160	+4%	+$21.6K	0.03%	315
2024 Q2	$524K	Buy	4,018 +224	+6%	+$28.9K	0.03%	330
2024 Q1	$493K	Buy	3,794 +18	+0.5%	+$2.26K	0.04%	322
2023 Q4	$472K	Buy	3,776 +118	+3%	+$13.9K	0.04%	324
2023 Q3	$418K	Buy	3,658 +327	+10%	+$39.9K	0.04%	301
2023 Q2	$410K	Sell	3,331 -7	-0.2%	-$855	0.04%	295
2023 Q1	$412K	Buy	3,338 +46	+1%	+$5.79K	0.05%	256
2022 Q4	$421K	Buy	3,292 +23	+0.7%	+$2.84K	0.06%	242
2022 Q3	$364K	Buy	3,269 +226	+7%	+$27.8K	0.07%	213
2022 Q2	$361K	Hold	3,043	–	–	0.08%	194
2022 Q1	$392K	Buy	+3,043	New	+$385K	0.09%	177

Other funds holding SDY

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

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Wedmont Private Capital's SDY Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street SPDR S&P Dividend ETF (SDY) stake by 54% in Q2 2026, buying an estimated $798K and bringing the position to 15,220 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #159.

Wedmont Private Capital first reported a position in SDY in Q1 2022 and has held it in 18 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wedmont Private Capital held 15,220 shares of State Street SPDR S&P Dividend ETF worth $2.35M as of Q2 2026.
Wedmont Private Capital bought 5,358 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $798K.
State Street SPDR S&P Dividend ETF made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #159 holding.
Wedmont Private Capital first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 18 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.