Wellspring Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wellspring Financial Advisors’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	$8.05M	Sell	52,926 -2,292	-4%	-$341K	0.53%	28
2026 Q1	$8.06M	Sell	55,218 -3,959	-7%	-$590K	0.6%	30
2025 Q4	$8.24M	Sell	59,177 -702	-1%	-$97.7K	0.65%	27
2025 Q3	$8.39M	Sell	59,879 -487	-0.8%	-$67.9K	0.77%	22
2025 Q2	$8.19M	Sell	60,366 -6,464	-10%	-$857K	0.82%	21
2025 Q1	$9.07M	Sell	66,830 -2,633	-4%	-$354K	1.01%	16
2024 Q4	$9.18M	Sell	69,463 -724	-1%	-$101K	0.96%	20
2024 Q3	$9.97M	Buy	70,187 +3,680	+6%	+$498K	1.19%	17
2024 Q2	$8.46M	Sell	66,507 -4,755	-7%	-$613K	1.15%	20
2024 Q1	$9.35M	Sell	71,262 -18,360	-20%	-$2.3M	1.48%	16
2023 Q4	$11.2M	Sell	89,622 -1,598	-2%	-$188K	2.79%	11
2023 Q3	$10.5M	Sell	91,220 -1,844	-2%	-$225K	3.07%	9
2023 Q2	$11.4M	Sell	93,064 -1,014	-1%	-$124K	3.23%	8
2023 Q1	$11.6M	Sell	94,078 -965	-1%	-$121K	3.45%	8
2022 Q4	$11.9M	Sell	95,043 -3,866	-4%	-$478K	3.96%	6
2022 Q3	$11M	Sell	98,909 -290	-0.3%	-$35.7K	4.07%	6
2022 Q2	$11.8M	Sell	99,199 -9,301	-9%	-$1.16M	4.1%	6
2022 Q1	$13.9M	Buy	108,500 +94	+0.1%	+$11.9K	4.1%	8
2021 Q4	$14M	Sell	108,406 -32	-0%	-$3.98K	3.9%	7
2021 Q3	$12.7M	Sell	108,438 -40	-0%	-$4.9K	3.84%	7
2021 Q2	$13.3M	Sell	108,478 -27,043	-20%	-$3.34M	4.17%	6
2021 Q1	$10.8M	Buy	135,521 +23,671	+21%	+$2.65M	5.22%	6
2020 Q4	$11.8M	Sell	111,850 -6,976	-6%	-$706K	4.14%	6
2020 Q3	$11M	Sell	118,826 -3,753	-3%	-$354K	4.3%	8
2020 Q2	$11.2M	Sell	122,579 -12,942	-10%	-$1.14M	4.61%	7
2020 Q1	$10.8M	Buy	+135,521	New	+$13.4M	5.22%	6

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

Wellspring Financial Advisors's SDY Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q2 2026, selling an estimated $341K and leaving 52,926 shares worth $8.05M. The position accounts for 0.53% of the portfolio, ranked #28.

Wellspring Financial Advisors first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $14M in Q4 2021. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wellspring Financial Advisors held 52,926 shares of State Street SPDR S&P Dividend ETF worth $8.05M as of Q2 2026.
Wellspring Financial Advisors sold 2,292 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $341K.
State Street SPDR S&P Dividend ETF made up 0.53% of Wellspring Financial Advisors's portfolio in Q2 2026, its #28 holding.
Wellspring Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $14M in Q4 2021.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.