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West Michigan Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

West Michigan 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 		$360K Hold
2,466
– – 0.08% 205
2026
Q1 		$360K Buy
2,466
+97
+4% +$14.5K 0.08% 205
2025
Q4 		$330K Sell
2,369
-12
-0.5% -$1.67K 0.08% 201
2025
Q3 		$333K Buy
2,381
+4
+0.2% +$558 0.08% 196
2025
Q2 		$323K Buy
2,377
+5
+0.2% +$663 0.09% 160
2025
Q1 		$322K Sell
2,372
-2
-0.1% -$269 0.11% 146
2024
Q4 		$314K Buy
2,374
+52
+2% +$7.26K 0.09% 144
2024
Q3 		$330K Buy
2,322
+37
+2% +$5K 0.1% 138
2024
Q2 		$291K Buy
2,285
+516
+29% +$66.5K 0.09% 137
2024
Q1 		$232K Buy
1,769
+19
+1% +$2.38K 0.08% 161
2023
Q4 		$219K Sell
1,750
-27
-2% -$3.17K 0.08% 141
2023
Q3 		$204K Buy
1,777
+31
+2% +$3.78K 0.11% 139
2023
Q2 		$214K Sell
1,746
-20
-1% -$2.44K 0.09% 203
2023
Q1 		$218K Buy
+1,766
New +$222K 0.12% 132

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Michigan Advisors's SDY Position: Q2 2026 in Review

West Michigan Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,466 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #205.

West Michigan Advisors first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • West Michigan Advisors held 2,466 shares of State Street SPDR S&P Dividend ETF worth $360K as of Q2 2026.
  • West Michigan Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.08% of West Michigan Advisors's portfolio in Q2 2026, its #205 holding.
  • West Michigan Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.