Welch Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Welch Financial Planning’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	$206K	Buy	+1,355	New	+$202K	0.12%	71

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Welch Financial Planning's SDY Position: Q2 2026 in Review

Welch Financial Planning opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,355 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings.

819 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Welch Financial Planning held 1,355 shares of State Street SPDR S&P Dividend ETF worth $206K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Welch Financial Planning position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.12% of Welch Financial Planning's portfolio in Q2 2026, its #71 holding.
819 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.