WESCAP Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

WESCAP Management Group’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	$459K	Hold	3,013	–	–	0.09%	95
2026 Q1	$440K	Hold	3,013	–	–	0.09%	95
2025 Q4	$419K	Hold	3,013	–	–	0.09%	93
2025 Q3	$422K	Hold	3,013	–	–	0.09%	88
2025 Q2	$409K	Hold	3,013	–	–	0.09%	85
2025 Q1	$409K	Hold	3,013	–	–	0.1%	82
2024 Q4	$398K	Hold	3,013	–	–	0.1%	82
2024 Q3	$428K	Hold	3,013	–	–	0.11%	77
2024 Q2	$383K	Hold	3,013	–	–	0.11%	79
2024 Q1	$395K	Hold	3,013	–	–	0.11%	79
2023 Q4	$377K	Hold	3,013	–	–	0.12%	76
2023 Q3	$347K	Hold	3,013	–	–	0.12%	76
2023 Q2	$369K	Hold	3,013	–	–	0.13%	75
2023 Q1	$373K	Hold	3,013	–	–	0.13%	76
2022 Q4	$377K	Buy	3,013 +300	+11%	+$37.1K	0.13%	78
2022 Q3	$302K	Buy	2,713 +55	+2%	+$6.77K	0.12%	79
2022 Q2	$315K	Hold	2,658	–	–	0.11%	81
2022 Q1	$340K	Hold	2,658	–	–	0.1%	83
2021 Q4	$343K	Hold	2,658	–	–	0.09%	80
2021 Q3	$312K	Hold	2,658	–	–	0.09%	78
2021 Q2	$325K	Hold	2,658	–	–	0.09%	77
2021 Q1	$313K	Hold	2,658	–	–	0.09%	77
2020 Q4	$281K	Hold	2,658	–	–	0.08%	75
2020 Q3	$245K	Hold	2,658	–	–	0.08%	74
2020 Q2	$242K	Hold	2,658	–	–	0.09%	78
2020 Q1	$212K	Hold	2,658	–	–	0.09%	79
2019 Q4	$285K	Hold	2,658	–	–	0.11%	68
2019 Q3	$272K	Hold	2,658	–	–	0.11%	68
2019 Q2	$268K	Hold	2,658	–	–	0.11%	75
2019 Q1	$264K	Hold	2,658	–	–	0.11%	72
2018 Q4	$237K	Hold	2,658	–	–	0.11%	71
2018 Q3	$260K	Hold	2,658	–	–	0.13%	64
2018 Q2	$246K	Hold	2,658	–	–	0.12%	67
2018 Q1	$242K	Hold	2,658	–	–	0.1%	78
2017 Q4	$251K	Buy	+2,658	New	+$249K	0.1%	74

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WESCAP Management Group's SDY Position: Q2 2026 in Review

WESCAP Management Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,013 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #95.

WESCAP Management Group first reported a position in SDY in Q4 2017 and has held it in 35 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

WESCAP Management Group held 3,013 shares of State Street SPDR S&P Dividend ETF worth $459K as of Q2 2026.
WESCAP Management Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.09% of WESCAP Management Group's portfolio in Q2 2026, its #95 holding.
WESCAP Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 35 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.